U.S Institutional Corporation
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 135555
- Registered since
- July 7, 2005
- Website
- www.usinstitutional.com
- Fee structure
- Fixed Fees, Other
- Services
- Pension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
U.S Institutional Corporation is an SEC-registered institutional investment adviser organized as a corporation and operating primarily as a pension consultant and allocator. The firm, first registered with the SEC in 2005, identifies its client base as institutional and reports that it performs pension consulting work and the selection of other advisers on behalf of clients. It describes itself as a capital allocator, which suggests its role is centered on strategy, manager selection and oversight rather than running a large proprietary investment lineup. Ownership is listed as individual, and the firm uses a fee model that includes fixed fees and other arrangements common to consulting engagements. U.S Institutional Corporation does not identify as an active ESG investor and is not designated as a multistate adviser or a related adviser to another registered firm.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Bryan Lopez
Chief Compliance OfficerCRD 6333826
Contacts
1 of 1John Russon
Principal and Portfolio ManagerCRD 2457873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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