Viagem, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 140927
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Charitable Organizations100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Viagem, LLC is a small, institutionally oriented registered investment adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator for institutional clients, providing portfolio management for businesses or institutions and selecting outside managers when appropriate. Its fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee options. Viagem also produces periodicals or newsletters and identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities20%
- Cash & Cash Equivalents20%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Stephen Zielinski
President and Chief Investment OfficerCRD 2329163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 12444 Powerscourt Dr
- Time zone
- CT (UTC-6)
- Office locations
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