Investment Office Resources LLC

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Assets, Funds, Holdings

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Investment Office Resources LLC
CRD #311647
SEC #801-129634
CIK #
AUM $112.9 M (2025-07-22)
Employees 11 (9% Investors, 0% Brokers)
Phone83346776581
Address8301 Maryland Ave
Clayton, MO 63105
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1209672482402011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 112.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 112.9
By Discretionary
Discretionary 1 112.9
Non-Discretionary 0 0.0
Total 1 112.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 112.9
Total 1 112.9
Comparable Firms State AUM ($B)
Seven Hills Capital Advisors LLC
OH 0.1
Cantlon Financial Planning LLC
0.1
Unified Wealth Management LLC
FL 0.1
E-Wealth Partners LLC
MN 0.1
Kissling Financial Services LLC
PA 0.1
Core Alpha Inc
NY 0.1
Prosper Private Wealth LLC
AZ 0.1
A J Feldman Financial LLC
0.1
Montchanin Asset Management LLC
DE 0.1
Fortis Private Wealth Advisors LLC
FL 0.1
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