← Tributary

IOR

CLAYTON, MO · CRD 311647 · IAPD ↗ · investmentofficeresources.com · 833-467-7658 EXT. 1

$126.5MRegulatory AUM
1Advisory reps
11Employees
10Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

25
March 2025 — IOR changed its website from investmentofficeresources.net to investmentofficeresources.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
April 2024 — IOR (CLAYTON, MO) is newly SEC-registered with $107.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.