FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3ANN HOCKMAN
Registered RepresentativeCRD 2794498
E Dennis Zahrbock
Registered RepresentativeCRD 819008
CURTIS TEBERG
PresidentCRD 837106
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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