U.S Institutional Corporation

RIASEC RegisteredEst. 2005
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Chesterfield, Missouri
CRD number
135555
Registered since
July 7, 2005
Fee structure
Fixed Fees, Other
Services
Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

U.S Institutional Corporation is an SEC-registered institutional investment adviser organized as a corporation and operating primarily as a pension consultant and allocator. The firm, first registered with the SEC in 2005, identifies its client base as institutional and reports that it performs pension consulting work and the selection of other advisers on behalf of clients. It describes itself as a capital allocator, which suggests its role is centered on strategy, manager selection and oversight rather than running a large proprietary investment lineup. Ownership is listed as individual, and the firm uses a fee model that includes fixed fees and other arrangements common to consulting engagements. U.S Institutional Corporation does not identify as an active ESG investor and is not designated as a multistate adviser 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

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Bryan Lopez

    Chief Compliance OfficerCRD 6333826

Contacts

1 of 1
  • John Russon

    Principal and Portfolio ManagerCRD 2457873

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

Chesterfield, MO

Saint Louis

Location

Chesterfield, MO

Headquartered in Chesterfield, 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
390 S Woods Mill Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth