INVESTMENT OFFICE RESOURCES, LLC
Legal name: IOR
CRD #311647 SEC #801-129634 CLAYTON, MO 833-467-7658 EXT. 1
SEC Registered
Total AUM
$112.9M
Discretionary
$112.9M
Employees
11
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $112.9M | $112.9M | $0 | 11 | 11 |
| Feb 2025 | $112.9M | $112.9M | $0 | 11 | 11 |
| Feb 2024 | $107.2M | $107.2M | $0 | 7 | 1 |
DateJul 2025
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees11
Clients11
DateFeb 2025
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees11
Clients11
DateFeb 2024
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees7
Clients1