Investment Office Resources, LLC
● SEC registered since 2024CRD 311647SEC# 801-129634Clayton, MO
Reg. AUM
$126.5M
Employees
11
Accounts
4
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 $126.5 million in regulatory assets under management and employs 11 people.
Investment Office Resources, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Stanley Waskiewicz Control | Managing Principal / Cco | 50-75% | 2020 |
| James Francis Kelly | Owner | 25-50% | 2024 |
Frequently asked questions
How much does Investment Office Resources, LLC manage?
Investment Office Resources, LLC reports $126.5 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
| Address | 8301 Maryland Ave, Suite 300, Clayton, MO 63105 |
| Phone | 833-467-7658 EXT. 1 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.5M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$126.5Mregulatory AUM
Discretionary $126.5M