Detalus Advisors, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 117958
- Registered since
- September 24, 2002
- Website
- detalus.com
- Custodians
- CENTRAL BANK, PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Insurance Companies56.94%
- HNWI28.77%
- Pension & Profit Sharing Plans6.86%
- Individuals6.47%
- Charitable Organizations0.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Detalus Advisors, LLC is an independent, owner-operated registered investment adviser formed as an LLC and operating since 2002. The firm positions itself as a capital allocator for both private and institutional clients, serving individual and family households as well as institutional accounts. Core services are financial planning, portfolio management for individuals/small businesses and for institutional clients, and the selection of outside advisers where appropriate. Fee arrangements include both percentage-of-AUM billing and fixed fees. The firm reports an affiliation with an insurance company and does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities33%
- Investment Grade Corp Bonds26%
- US Government Bonds18%
- Public Funds/Mutual Funds11%
- Other6%
Contacts
3 of 15
Alexander Walker
Financial PlannerCRD 6499956
Clinton Lewis
Managing PartnerCRD 2471102
Randall Graham
PartnerCRD 5194039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 134Active vs passive
$613M in ETFs
39%
$239M
17%
$374M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $98.3M | 1,118,353 | 16.03% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 383 Marshall Ave
- Time zone
- CT (UTC-6)
- Office locations
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