SITUSAMC REAL ESTATE VALUATION SERVICES, LLC

RIASEC RegisteredEst. 1990
Total AUM
Avg account
$0
Accounts
0
Employees
169
Advisory reps
2

Firm details

Headquarters
WEST DES MOINES, Iowa
CRD number
106747
Registered since
July 16, 1990
Fee structure
Hourly Charges, Fixed Fees
Services
Pension Consulting

Firm profile

FINTRX

Overview

Situsamc Real Estate Valuation Services, LLC operates as a real estate–focused advisory and valuation firm with an institutional client focus. Registered with the SEC since 1990 and organized as a limited liability company, the firm’s primary advisory activity is pension consulting. It positions itself as a specialist adviser on real estate matters rather than a traditional discretionary asset manager: it is classified as a real estate fund entity but is not a capital allocator. Fee arrangements are consultative in nature, relying on hourly and fixed-fee engagements rather than percentage-based asset management fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Lisa Wallace

    Chief Administrative Officer & General CounselCRD 6790070

  • Michael Franco

    Chief Executive OfficerCRD 7160114

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

WEST DES MOINES, IA

POLK

Location

WEST DES MOINES, IA

Headquartered in WEST DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
POLK
Address
1075 Jordan Creek Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth