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Firstar Investment Research & Management Company, LLC (Milwaukee)


Firstar Investment Research & Management Company, LLC is a large advisory firm based in Milwaukee. It manages $27.99 billion of regulatory assets for 3,180 client accounts. It has been registered with the SEC as an adviser since 2001.

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Firstar Investment Research & Management Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

Firstar Investment Research & Management Company: assets under management

The assets under management (AUM) of Firstar Investment Research & Management Company, LLC is $27.99 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.85 billion in discretionary accounts and $148.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.84 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.78 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Firstar Investment Research & Management Company, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Milwaukee

The principal office where Firstar Investment Research & Management Company, LLC performs its advisory services is located at 777 East Wisconsin Avenue, Milwaukee, WI 53202, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number [414]765-6050 or by fax [414]765-4760. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.firstarfunds.com.


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