Overview
Assets Under Management: $648 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 180
Average Client Assets: $2 million
Frequently Asked Questions
ROMAN BUTLER FULLERTON & CO is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104771), ROMAN BUTLER FULLERTON & CO is subject to fiduciary duty under federal law.
ROMAN BUTLER FULLERTON & CO is headquartered in ST. LOUIS, MO.
ROMAN BUTLER FULLERTON & CO serves 180 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, ROMAN BUTLER FULLERTON & CO offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ROMAN BUTLER FULLERTON & CO manages $648 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, ROMAN BUTLER FULLERTON & CO serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 180
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,255
Discretionary Accounts: 2,254
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 104771
Last Filing Date: 2025-02-10 00:00:00
Website: https://rbfadvisors.net