U.S. INSTITUTIONAL CORPORATION

Latest filing: Mar 28, 2024 (216 days ago)

AUM

$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

4
0% change vs. 1 year ago
-20% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

CHESTERFIELD, MO
390 SOUTH WOODS MILL ROAD, CHESTERFIELD, MO, UNITED STATES, 63017

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
CQL CAPITAL MANAGEMENT $0.0 319557

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
RUSSON, JOHN, GEORGE MANAGING DIRECTOR
LOPEZ, BRYAN, ARTURO CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
JOHN RUSSON CHESTERFIELD MO S65|1994-04-29 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.0 $0.0 0% 4 0 0%
2024-04-02 $0.0 $0.0 0% 4 0 0%
2023-04-04 $0.0 $0.0 0% 4 0 0%
2022-04-01 $0.0 $0.0 0% 5 -1 -20%
2021-04-05 $0.0 $0.0 0% 5 -1 -20%
2020-04-01 $0.0 $0.0 0% 5 -1 -20%
2019-04-01 $0.0 $0.0 0% 4 0 0%
2018-04-02 $0.0 $0.0 0% 9 -5 -56%
2017-04-01 $0.0 $0.0 0% 3 1 33%
2016-04-01 $0.0 $0.0 0% 3 1 33%
2015-04-01 $0.0 $0.0 0% 3 1 33%
2014-04-01 $0.0 $0.0 0% 4 0 0%
2013-04-01 $0.0 $0.0 0% 4 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MO, FL-03/28/2022, MO-07/07/2005
ADVISER ACTIVITIES
PENSION CONSULTING
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV