Viagem, LLC

RIASEC Registered
Total AUM
$15M
Discretionary
$15M
100% of AUM
Avg account
$1.9M
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
Saint Louis, Missouri
CRD number
140927
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Charitable Organizations100%
Services
Portfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Viagem, LLC is a small, institutionally oriented registered investment adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator for institutional clients, providing portfolio management for businesses or institutions and selecting outside managers when appropriate. Its fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee options. Viagem also produces periodicals or newsletters and identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 20%, Cash & Cash Equivalents 20%, US Government Bonds 5%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 5%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents20%
  • US Government Bonds5%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • Stephen Zielinski

    Stephen Zielinski

    President and Chief Investment OfficerCRD 2329163

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
12444 Powerscourt Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth