Sauer, Dazey Investment Company

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Saint Louis, Missouri
CRD number
16085
Registered since
January 28, 1985

Firm profile

FINTRX

Overview

Sauer, Dazey Investment Company is a corporate investment adviser that has been SEC-registered since 1985. The firm’s ownership is reported as a mix of a domestic entity and an individual. Publicly available descriptors classify the firm as "Unclassified." The registry data indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not flagged as a multi-state adviser or a newly formed adviser, and there is no indication that it serves as a pension consultant or a related adviser to another registered firm.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Lynn Cline

    Financial AdvisorCRD 2171718

  • Frederic Sauer

    Investment ProfessionalCRD 4825438

  • Michelle Myers

    CRD 6639954

Unlock 2 more contacts

Wealth teams

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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
7800 Forsyth Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth