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 recorded as a corporation that has been SEC-registered since 1985. Ownership is identified as a mix of a domestic entity and an individual. The firm is listed as "unclassified" in the available dataset and does not indicate roles such as capital allocator, pension consultant, related adviser, or multi-state adviser. It is not flagged as an active ESG investor. Public disclosures in the snapshot provide limited detail on the firm’s advisory activities, client segments, or fee structure, so its precise business model and service offering are not described in the available source material.

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

    CRD 6639954

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth