Sauer, Dazey Investment Company

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Saint Louis, Missouri
CRD number
16085
Registered since
January 28, 1985

Firm profile

FINTRX

Overview

Sauer, Dazey Investment Company is organized as a corporation and has been SEC-registered since 1985. Ownership is recorded as a domestic entity with an individual stakeholder. FINTRX classifies the firm as unclassified and indicates it is not a capital allocator, not an active ESG investor, not a multistate adviser, not newly formed, and not a pension consultant or related adviser. The firm did not supply details about its core business or advisory activities, nor did it specify client segments or fee arrangements. That limited disclosure constrains a fuller read on target clients, investment approach, or service offerings.

Assets & Accounts

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 5
  • Lynn Cline

    Financial AdvisorCRD 2171718

  • Frederic Sauer

    Investment ProfessionalCRD 4825438

  • Michelle Myers

    OperationsCRD 6639954

Unlock 2 more contacts

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
7800 Forsyth Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth