IOR
Firm details
- Headquarters
- CLAYTON, Missouri
- CRD number
- 311647
- Registered since
- March 5, 2024
- Website
- www.iorllc.com
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
IOR is a limited liability company that registered with the SEC in 2024 and is owned by an individual. Its stated advisory activity focuses on portfolio management for businesses or institutional clients. The firm charges asset-based fees alongside performance-based fees, and it does not identify as an active ESG investor. The snapshot classifies the firm as unclassified and indicates it is not a capital allocator, not a multi-state adviser, and not part of a related-adviser structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Private Funds9%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents4%
Contacts
2 of 2JAMES KELLY
PartnerCRD 5674737
ANTHONY WASKIEWICZ
CCOCRD 2149426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLAYTON, MO
SAINT LOUIS
Location
CLAYTON, MO
Headquartered in CLAYTON, 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
- 8301 Maryland Ave
- Time zone
- CT (UTC-6)
- Office locations
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