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 a corporate investment adviser that appears to operate as a specialist for institutional clients, with SEC registration dating to 2005. The firm describes itself as a capital allocator and provides pension consulting services, including selection of other advisers. Its owner type is listed as an individual and its business model includes fixed fees (and unspecified other fee arrangements). The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth