IOR

INVESTMENT OFFICE RESOURCES, LLC

CRD 311647 · SEC 801-129634

8301 MARYLAND AVE, SUITE 300, CLAYTON, MO, 63105, United States

Phone

833-467-7658 EXT. 1

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$126.5M

Discretionary AUM

$126.5M

Team

11 total employees; 1 advisory reps; 10 broker-dealer reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-02-06

Disciplinary history

Services

Portfolio management (institutions)VENDOR FOR OUTSOURCED INVESTMENT OFFICER FUNCTIONS

Official SEC filing: View on IAPD