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Firms

Eisrc

Location not listed. Legal name: Employee & Institution Securities Research Corporation

1 advisor$5.13 million managed1 office

About the firm

A registered investment advisory firm. It manages about $5.13 million for roughly 15 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.

How they work

How they’re paid ?A percentage of the assets they manage
Typical client size ?$341,742
Assets under management ?$5.13 million
Individual clients15
Median years of experience26
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions

Advisors at Eisrc

1Advisors
26Median years of experience
1States with offices
1Offices
1 advisor · Eisrc

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Also known as

Employee & Institution Securities Research Corporation

About Eisrc

How do I contact Eisrc?

Call the main office at (503) 332-8473. The main office is at , .

How is Eisrc paid?

The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.

What services does Eisrc offer?

Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions.

How many advisors work at Eisrc?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.