Executive Officer · Detalus Advisors, LLC
Joseph D. Garea
CRD 3101150 · Named on Form ADV at one SEC-registered adviser
At a glance
Detalus Advisors, LLC, an SEC-registered asset manager based in St. Louis, MO with $2.2 billion in regulatory assets, lists Joseph D. Garea on its Form ADV as Executive Officer, a control person.
Firms and roles
- Detalus Advisors, LLCExecutive OfficerAsset manager · St. Louis, MO · $2.2B in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Clinton J. LewisPresident, Chief Compliance Officer, Detalus Advisors, LLC
- Steven M. RullExecutive Officer, Detalus Advisors, LLC
- Randall T. GrahamVice President & Financial Advisor, Detalus Advisors, LLC
- Jeffrey R HolleyVice President & Financial Advisor, Detalus Advisors, LLC
- Mary E. RossVice President, Detalus Advisors, LLC
2 more people named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.