Roman Butler Fullerton & Co is an investment advisor in ST. Louis with $435.32 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
431332779
SEC advisor number
801-20351
FINRA CRD number
104771
AUM ?
$435.32 mm
(as of 30 Jun 23)
Accounts
2,197
(as of 30 Jun 23)
Employees
17
(17 investment advisory or research)
Address
Roman Butler Fullerton & Co
11500 OLIVE ST
STE 106
ST LOUIS
MO 63141
11500 OLIVE ST
STE 106
ST LOUIS
MO 63141
Office hours
Monday - Friday, 08:00AM-04:30PM
Phone
314-997-1652
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fullerton, Paul, Thomas | Vice President/secretary | 10/2003 | 5-10% |
Kalinowski, Anthony, Edward | President/chief Compliance Officer | 02/2010 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21