ROMAN BUTLER FULLERTON & COMPANY

HTTP://RBFADVISORS.NET ST LOUIS, MO Investment Advisor How do I update this listing?

Also known as:

  • ROMAN BUTLER & CO /ADV/
  • ROMAN BRUCE WALTER /ADV/
  • ROMAN BUTLER FULLERTON & CO /ADV

Roman Butler Fullerton & Company is based out of St Louis. Roman Butler Fullerton & Company is a large advisory firm with 451 clients and discretionary assets under management (AUM) of $300,484,106 (Form ADV from 2018-03-16). Their last reported 13F filing for Q4 2018 included $117,614,000 in managed 13F securities and a top 10 holdings concentration of 24.51%. Roman Butler Fullerton & Company's largest holding is iShares S&P 500 Growth ETF with shares held of 30,096. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RBF WEALTH ADVISORS
11500 OLIVE BLVD. SUITE 106
ST LOUIS MO    63141
Country: United States

Business Phone: 314-997-1652
Fax: 314-997-0123
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MO
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 451
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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