U.S. INSTITUTIONAL CORPORATION
Adviser information for U.S. INSTITUTIONAL CORPORATION last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Pension consulting servicesSelection of other advisers (including private fund managers)U.S. INSTITUTIONAL PROVIDES COMPREHENSIVE INVESTMENT CONSULTING SERVICES TO TAX-EXEMPT, TAXABLE ENTITIES AND BUSINESSES |
|---|---|
| Compensation | Fixed feesPERCENTAGE FEE BASED UPON THE VALUE OF ASSETS CONSULTED ON |
Principal Office
390 SOUTH WOODS MILL ROADSUITE 250
CHESTERFIELD
MO
United States
Monday - Friday, 8:30AM-4:30PM
Tel: 314-965-0426, Fax: None
Websites
Chief Compliance Officer
BRYAN LOPEZ
390 SOUTH WOODS MILL ROAD
SUITE 250
CHESTERFIELD
MO
United States
Tel:
314-965-0426
B*****@******************M
(Full email address available in API data)
Industry Affiliates
| CQL CAPITAL MANAGEMENT | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RUSSON, JOHN, GEORGE | Individual | – | MANAGING DIRECTOR | 05/2005 | > 75% |
| LOPEZ, BRYAN, ARTURO | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |