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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WASKIEWICZ, ANTHONY, STANLEY | I | MANAGING PRINCIPAL / CCO | D | Control |
| WASKIEWICZ, ANTHONY, STANLEY | I | MANAGING PRINCIPAL / CCO | D | Control |
| WASKIEWICZ, ANTHONY, STANLEY | I | MANAGING PRINCIPAL / CCO | D | Control |
| KELLY, JAMES | I | CHIEF RISK OFFICER | C | Control |
| KELLY, JAMES | I | OWNER | C | Control |
| KELLY, JAMES | I | OWNER | C | Control |
Registrations
Federal
IA
Jul 22, 2025 REGISTERED
Notice Filings (1)
MO
Address
8301 MARYLAND AVESUITE 300
CLAYTON, MO 63105
United States
Phone: 833-467-7658 EXT. 1