U.S Institutional Corporation

RIASEC RegisteredEst. 2005
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Chesterfield, Missouri
CRD number
135555
Registered since
July 7, 2005
Fee structure
Fixed Fees, Other
Services
Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

U.S Institutional Corporation is an institutional registered investment adviser organized as a corporation and SEC-registered since 2005. The firm is owned by an individual and positions itself primarily as a pension consultant and capital allocator for institutional clients. Its advisory work centers on pension consulting and the selection of other investment advisers, indicating a manager-of-managers or consultant delivery model rather than a direct retail wealth-management practice. Fee arrangements are listed as fixed fees and other structures. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

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

Owners & executives

1 of 1
  • Bryan Lopez

    Chief Compliance OfficerCRD 6333826

Contacts

1 of 1
  • John Russon

    Principal and Portfolio ManagerCRD 2457873

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chesterfield, MO

Saint Louis

Location

Chesterfield, MO

Headquartered in Chesterfield, 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
390 S Woods Mill Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth