Overview
Assets Under Management: $928 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 135
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 135
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.20
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 646
Discretionary Accounts: 636
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 117958
Filing ID: 1947573
Last Filing Date: 2025-03-19 16:20:00
Website: https://detalus.com