Institutional Investors Advisory Company (Fenton)

Institutional Investors Advisory Company is a large advisory firm based in Fenton. It manages $97 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Missouri.

Institutional Investors Advisory Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Institutional Investors Advisory Company: assets under management

The assets under management (AUM) of Institutional Investors Advisory Company is $97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and $5.52 million of the total AUM is attributable to clients outside of the United States.

The firm manages $97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $48.5 million each.

Institutional Investors Advisory Company has custody of $97 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Institutional Investors Advisory Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients William Louis Zielinski serves?

The only and largest group of clients of William Louis Zielinski is pooled investment vehicles with 2 clients and $97 million of assets under management. Among the 7 most similar advisory firms, Institutional Investors Advisory Company has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $97 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Institutional Investors Advisory Company also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $200,000 to $500,000.

Careers at Institutional Investors Advisory Company

The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William Louis Zielinski has been acting as President since 1 Dec 1970. Gregory William Zielinski joined the executive team most recently as the President / Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Louis Zielinski	President	1 Dec 1970	75% - 100%	4549962
Trustee U/T William L. Zielinski Trust Dated Oct. 16 1990 William L. Zielinski	Owner	1 Dec 2004	75% - 100%	xxx-xx-xxxx
Barbara Marie Zielinski	Cco / vice president / treasurer	1 Apr 2006	Other	5231119
Gregory William Zielinski	Secretary	1 Apr 2006	Other	5263208
Gregory William Zielinski	President / cco	1 Nov 2017	Other	5263208

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Gregory William Zielinski	Trustee	1 Dec 2004	Other	5263208
Barbara Marie Zielinski	Trustee	1 Dec 2004	Other	5231119

Based in Fenton

The principal office where Institutional Investors Advisory Company performs its advisory services is located at 1859 Bowles Avenue, Fenton, MO 63026 1942, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-644-2150 or by fax 314-644-7132. The normal business hours are 8:00am - 4:30pm on Monday - Friday.