Sauer, Dazey Investment Company
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 16085
- Registered since
- January 28, 1985
- Website
- www.orioninvestmentco.com
Firm profile
FINTRXOverview
Sauer, Dazey Investment Company is a corporate investment adviser that has been registered with the U.S. Securities and Exchange Commission since 1985. The firm’s ownership structure is reported as a combination of a domestic entity and individual ownership. FINTRX classifies the firm as unclassified, and the public profile supplies only a small set of administrative attributes rather than a detailed description of client segments or advisory services. Regulatory and operational flags on the record indicate the firm is not a capital allocator and is not designated as an active ESG investor. It is not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered entity. Those attributes suggest a relatively narrow or localized regulatory footprint and a conservative public disclosure profile rather than a broad, multi-jurisdictional practice.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Lynn Cline
Financial AdvisorCRD 2171718
Frederic Sauer
Investment ProfessionalCRD 4825438
Michelle Myers
OperationsCRD 6639954
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 7800 Forsyth Blvd
- Time zone
- CT (UTC-6)
- Office locations
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