Investor's Resource Advertising Profile
Investor's Resource Company Overview:
Founded in 2000, Investor's Resource provides comprehensive wealth management services to affluent and high net worth individuals and with specialties including retirement, estate, and tax planning as well as portfolio management. Investor's Resource maintains client relationships in 20 states and manages more than $180 million in client assets from their offices in Madison, Alabama. In 2019 after nearly 20 years of affiliation with a top independent Wall Street firm and ranking in their Top 3% of advisors, the Investor's Resource team joined one of the South's fastest-growing independent fiduciary firms, RFG Advisory. RFG Advisory is a hybrid Registered Investment Advisory firm headquartered in Birmingham, Alabama managing approximately $2.5 billion in client assets and is listed on the 2020 Top 300 RIA List from Financial Times. They are partnered with Private Client Services in Louisville, Kentucky for broker dealer services. This fiduciary, multi-custodial partnership allows clients options from multiple institutional players across the industry - instead of the offerings of a single firm.
Primary Address
100 Essex Center
Madison, AL 35758

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Explore a detailed list of current and past ad agencies that work with Investor's Resource. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Investor's Resource's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Investor's Resource have?
Investor's Resource has 1 unique brands.
How much does Investor's Resource spend on media?
It is unknown how much Investor's Resource spends on media.
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Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Investor's Resource marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Investor's Resource?
The chief marketing officer at Investor's Resource is N/A.
How big is the Investor's Resource Marketing Team?
There are 1 staff members currently involved in marketing for Investor's Resource.
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This section digs into the specifics of the advertising spend at Investor's Resource and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Investor's Resource Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Investor's Resource, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.

Investor's Resource Media Mix
Explore a detailed breakdown of the last 12 months media spending for Investor's Resource across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.

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Investor's Resource Social Media Marketing Ad Spend
See whether Investor's Resource is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.