FIRST ASSOCIATED INVESTMENT ADVISORS, INC.

RIASEC RegisteredEst. 2002
Total AUM
$52.2M
Discretionary
$52.2M
100% of AUM
Avg account
$52.2M
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
HERMANTOWN, Minnesota
CRD number
113086
Registered since
March 6, 2002
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

First Associated Investment Advisors, Inc. is a corporation that has been registered with the SEC since 2002. The firm primarily focuses on portfolio management for investment companies, catering to an institutional client base. Unlike some firms, it does not engage in capital allocation or serve as a pension consultant. The firm operates under a fee structure based on a percentage of assets under management, which aligns its interests with those of its clients. Notably, First Associated Investment Advisors does not actively pursue ESG (Environmental, Social, and Governance) investments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • ANN HOCKMAN

    Registered RepresentativeCRD 2794498

  • E Dennis Zahrbock

    Registered RepresentativeCRD 819008

  • CURTIS TEBERG

    PresidentCRD 837106

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HERMANTOWN, MN

SAINT LOUIS

Location

HERMANTOWN, MN

Headquartered in HERMANTOWN, MN, in the Midwest of the United States.

Region
Midwest
County
SAINT LOUIS
Address
5161 Miller Trunk Hwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth