Institutional Investors Advisory Company
Firm details
- Headquarters
- Fenton, Missouri
- CRD number
- 109655
- Registered since
- July 9, 2012
- Website
- www.iiasadvisory.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Institutional Investors Advisory Company is a corporate registered investment adviser that has been SEC-registered since 2012. It operates with an institutional client focus and charges fees as a percentage of assets under management. The firm’s stated advisory activity is portfolio management for pooled investment vehicles, indicating its primary role is managing collective investment structures rather than standalone household accounts. It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or newly formed adviser. Industry affiliation is listed as an accountant, and ownership is indicated as a combination of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Gregory Zielinski
PresidentCRD 5263208
Margaret Stauder
CRD 7087819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fenton, MO
Saint Louis
Location
Fenton, MO
Headquartered in Fenton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 1400 S Highway Dr
- Time zone
- CT (UTC-6)
- Office locations
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