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INVESTMENT OFFICE RESOURCES, LLC
INVESTMENT OFFICE RESOURCES, LLC
CLAYTON, Missouri
·
2 registered advisors
·
CRD# 311647
SEC# 801-129634
0
833-467-7658 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
CRD# 2149426
James Kelly
CLAYTON, Missouri
CRD# 5674737
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
.