Saint Louis Investment Advisors Inc (Collinsville)


Saint Louis Investment Advisors Inc is an adviser based in Collinsville. It manages $30.76 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Missouri.

Saint Louis Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Saint Louis Investment Advisors: assets under management

The assets under management (AUM) of Saint Louis Investment Advisors Inc is $30.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $361.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Saint Louis Investment Advisors Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Saint Louis Investment Advisors Inc

Clark George Davis has been acting as President since 1 May 1985. Mary Lou Short joined the executive team most recently as the Stockholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Clark George Davis President 1 May 1985 25% - 50% 61881
Lawrence Bell Fuller Stockholder 1 Sep 1988 25% - 50% 4345185
Mary Lou Short Stockholder 1 Dec 1991 Other 4345331

Based in Collinsville

The principal office where Saint Louis Investment Advisors Inc performs its advisory services is located at 1701 Golfview Drive, Collinsville, IL 62234, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 618-344-5808 or by fax 618-344-2757. The normal business hours are 8:30am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.slia.com.