PPrivate Fund Data Log in Join · $37/mo

Roman Butler Fullerton & Co

● SEC registered since 1984CRD 104771SEC# 801-20351St. Louis, MO
Export (members)
Reg. AUM
$647.7M
Employees
18
Accounts
2,255
Location
St. Louis, MO

Roman Butler Fullerton & Co assets under management

Roman Butler Fullerton & Co is a registered investment adviser overseen by the SEC based in St. Louis, MO. The firm has been registered since 1984. It reports $647.7 million in regulatory assets under management and employs 18 people.
www.dentalwealthrx.comView on SEC.gov ↗

Roman Butler Fullerton & Co owners & executives

2 reported
NameTitleOwnershipSince
Anthony Edward Kalinowski ControlPresident/Chief Compliance OfficerOver 75%2010
Paul Thomas FullertonVice President/Secretary5-10%2003

Frequently asked questions

How much does Roman Butler Fullerton & Co manage?

Roman Butler Fullerton & Co reports $647.7 million in regulatory assets under management on its Form ADV.

How many employees does Roman Butler Fullerton & Co have?

Roman Butler Fullerton & Co reports 18 employees.

Where is Roman Butler Fullerton & Co located?

Roman Butler Fullerton & Co is based in St. Louis, MO and has been SEC-registered since 1984.

Does Roman Butler Fullerton & Co disclose fund performance?

Roman Butler Fullerton & Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address680 Craig Road, Suite 201, St. Louis, MO 63141
Phone314-997-1652
Fax314-997-0123
Office hours08:00a.m.-04:30p.m.
SEC regionChicago Regional Office (CHRO)
CIK733444
Discloses disciplinary historyNo

Assets under management

Discretionary$647.3M
Non-discretionary$401K
Total (RAUM)$647.7M