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Investment Office Resources, LLC

● SEC registered since 2024CRD 311647SEC# 801-129634Clayton, MO
Export (members)
Reg. AUM
$112.9M
Employees
11
Accounts
1
Location
Clayton, MO

Investment Office Resources, LLC assets under management

Investment Office Resources, LLC is a registered investment adviser overseen by the SEC based in Clayton, MO. The firm has been registered since 2024. It reports $112.9 million in regulatory assets under management and employs 11 people.
investmentofficeresources.comView on SEC.gov ↗

Investment Office Resources, LLC owners & executives

2 reported
NameTitleOwnershipSince
Anthony Stanley Waskiewicz ControlManaging Principal / Cco50-75%2020
James Kelly ControlOwner25-50%2022

Frequently asked questions

How much does Investment Office Resources, LLC manage?

Investment Office Resources, LLC reports $112.9 million in regulatory assets under management on its Form ADV.

How many employees does Investment Office Resources, LLC have?

Investment Office Resources, LLC reports 11 employees.

Where is Investment Office Resources, LLC located?

Investment Office Resources, LLC is based in Clayton, MO and has been SEC-registered since 2024.

Does Investment Office Resources, LLC disclose fund performance?

Investment Office Resources, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8301 Maryland Ave, Suite 300, Clayton, MO 63105
Phone833-467-7658 EXT. 1
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$112.9M
Non-discretionary$0
Total (RAUM)$112.9M