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 is a small, Delaware-style limited liability company that provides portfolio management for both individuals/small businesses and pooled investment vehicles. Its stated client base is institutional, and it charges advisory fees as a percentage of assets under management. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or capital allocator. Listed business activities and industry affiliations include work tied to insurance companies, real estate brokerage, and acting as a sponsor of limited partnerships.

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

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth