INVESTMENT OFFICE RESOURCES, LLC

CLAYTON, Missouri·2 registered advisors·CRD# 311647
SEC# 801-1296340833-467-7658 EXT. 1
01

Firm Overview

AUM
$107M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment Management
04

Advisors at INVESTMENT OFFICE RESOURCES, LLC

2 registered advisors
Anthony Stanley Waskiewicz
CLAYTON, Missouri
James Kelly
CLAYTON, Missouri
05

Office Locations

CLAYTON, Missouri
2 advisors

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Data sourced from SEC Form ADV filings. INVESTMENT OFFICE RESOURCES, LLC (CRD# 311647) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.