LeadIQ logo
Learn more at LeadIQ.com
Financial Investments Research & Management, LLC logo

Financial Investments Research & Management, LLC Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Financial Investments Research & Management, LLC is an independent investment management firm that has served clients since 1992. It operates as an emerging money manager with a fiduciary duty to its clients. The firm relies on a strictly fee-based model and does not earn compensation from transactions, aligning its interests with those of its clients.

Based in Burbank, California, the firm operates with a small team. In December 2021, reports described a partnership involving the firm with Egypt’s Universal Health Insurance Authority to launch a health-focused technology and digital solutions venture.

Find Financial Investments Research & Management, LLC employees' phone numbers or email addresses

Financial Investments Research & Management, LLC Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Financial Investments Research & Management, LLC's Leadership

  • Stylized image of a person
    K. M.
    Portfolio Manager
    Phone icon
    Mobile Phone

Financial Investments Research & Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Financial Investments Research & Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. M.
    Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Jul 01, 2026

Frequently Asked Questions

What is Financial Investments Research & Management, LLC known for?

Minus sign iconPlus sign iconFinancial Investments Research & Management, LLC was founded in 1992 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-319-339-****
. Explore Financial Investments Research & Management, LLC's company overview page for more information.

What is Financial Investments Research & Management, LLC's most common email format?

Minus sign iconPlus sign iconFinancial Investments Research & Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Investments Research & Management, LLC email formats with LeadIQ.

How many employees does Financial Investments Research & Management, LLC have currently?

Minus sign iconPlus sign iconFinancial Investments Research & Management, LLC has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Financial Investments Research & Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Financial Investments Research & Management, LLC's key employees include:

  • Portfolio Manager: K. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.