Land Advisory Co, LLC

RIASEC Registered
Total AUM
$21.7M
Discretionary
$21.7M
100% of AUM
Avg account
$21.7M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
Saint Louis, Missouri
CRD number
120016
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Land Advisory Co, LLC is a limited liability company operating as an institutional registered investment adviser that primarily serves institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses as well as for pooled investment vehicles. It does not identify as an active ESG investor and is not set up as a multi-state adviser. The firm's activities extend into related industries: it is affiliated with an insurance company and a real estate broker, and it acts as a sponsor of limited partnerships (excluding pooled investment vehicles). Land Advisory does not present itself as a capital allocator; its model centers on advisory and portfolio management services rather than direct capital deployment.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • Julie Hinman

    Julie Hinman

    Vice PresidentCRD 7815898

  • Roy Fischer

    Roy Fischer

    PresidentCRD 1511014

  • Lorraine Spahr

    PresidentCRD 1375922

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

FINTRX

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
165 N Meramec Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth