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 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
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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