Land Advisory Co, LLC

RIASEC Registered
Total AUM
$21.7M
Discretionary
$21.7M
100% of AUM
Avg account
$21.7M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
Saint Louis, Missouri
CRD number
120016
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Land Advisory Co, LLC operates as a small, SEC-registered-style limited liability advisory business that serves institutional clients through fee-based portfolio management. Its stated advisory activities include managing portfolios for individuals and small businesses as well as managing pooled investment vehicles. The firm is organized as a domestic entity with individual ownership and is not set up as a capital allocator. It reports charging clients a percentage-of-AUM fee and does not identify as an active ESG investor or a multi-state adviser. Industry affiliations noted in the record include relationships with an insurance company, a real estate broker role, and acting as a sponsor of limited partnerships (excluding pooled investment vehicles).

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

3 of 3
  • Julie Hinman

    Julie Hinman

    Vice PresidentCRD 7815898

  • Roy Fischer

    Roy Fischer

    PresidentCRD 1511014

  • Lorraine Spahr

    PresidentCRD 1375922

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, 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
165 N Meramec Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth