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 corporate investment adviser that has been SEC-registered since 2002. The firm serves institutional clients and charges fees as a percentage of assets under management. Its primary advisory activity is portfolio management for investment companies. FINTRX flags the firm as not an active ESG investor and not a pension consultant; it is listed as owner type Individual and is not identified as a related adviser or capital allocator.
Assets & Accounts
Investments & Alternatives
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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