Institutional Investors Advisory Company

RIASEC RegisteredEst. 2012
Total AUM
$24.8M
Discretionary
$24.8M
100% of AUM
Avg account
$12.4M
Accounts
2
Employees
4
Advisory reps
2

Firm details

Headquarters
Fenton, Missouri
CRD number
109655
Registered since
July 9, 2012
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Institutional Investors Advisory Company is a corporate, SEC-registered institutional RIA that serves institutional clients and charges fees as a percentage of assets under management. The firm’s stated advisory activity is portfolio management for pooled investment vehicles, indicating it operates as an adviser to pooled funds rather than primarily managing separate individual accounts. It is not registered as a multi-state adviser, is not flagged as a capital allocator, and does not identify as an active ESG investor. Ownership is listed as a domestic entity/individual, and the firm reports an industry affiliation with accounting professionals.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • Gregory Zielinski

    PresidentCRD 5263208

  • Margaret Stauder

    CRD 7087819

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth