First Associated Investment Advisors, Inc.
Firm details
- Headquarters
- Hermantown, Minnesota
- CRD number
- 113086
- Registered since
- March 6, 2002
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
First Associated Investment Advisors, Inc. is a corporation registered with the SEC since 2002 and organized as an institutional registered investment adviser. The firm is owned by an individual and serves institutional clients, with its principal advisory activity identified as portfolio management for investment companies. Its fee model is a percentage of assets under management. The firm is not listed as an active ESG investor, does not act as a capital allocator, and does not provide pension consulting.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 3Ann Hockman
Registered RepresentativeCRD 2794498
E Dennis Zahrbock
Registered RepresentativeCRD 819008
Curtis Teberg
PresidentCRD 837106
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hermantown, MN
Saint Louis
Location
Hermantown, MN
Headquartered in Hermantown, MN, in the Midwest of the United States.
- Region
- Midwest
- County
- Saint Louis
- Address
- 5161 Miller Trunk Hwy
- Time zone
- CT (UTC-6)
- Office locations
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