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 small, SEC-registered advisory corporation that focuses on institutional clients and management of pooled investment vehicles. The firm, registered in 2012, operates under a percentage-of-AUM fee model and positions itself as a portfolio manager for collective investment structures rather than as a traditional retail RIA. Its ownership is reported as a domestic entity with individual ownership ties, and it maintains an affiliation with accounting professionals as part of its service and governance network. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or capital allocator. Its regulatory and business profile is compact and specialized: work centers on advising pooled funds and coordinating third‑party managers where appropriate rather than broad wealth management or retail financial planning.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • GREGORY ZIELINSKI

    PresidentCRD 5263208

  • Margaret Stauder

    CRD 7087819

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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
1859 Bowles Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth