Detalus Advisors, LLC

RIASEC Registered

Total AUM

$2.2B

Discretionary

$860M

39% of AUM

Avg account

$1.1M

Accounts

1,959

Employees

Advisory reps

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

FINTRX

Overview

Detalus Advisors, LLC is an independent, individual‑owned registered investment adviser that has been SEC‑registered since 2002. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator to external managers in addition to providing traditional advisory services. Its fee arrangements include a percentage of assets under management and fixed fees. Core advisory capabilities listed by the firm include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selection of other advisers. The firm notes an affiliation with an insurance company and does not identify as an active ESG investor.