Vice President & Financial Advisor · Detalus Advisors, LLC
Randall T. Graham
CRD 5194039 · 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 Randall T. Graham on its Form ADV as Vice President & Financial Advisor, a control person.
Firms and roles
- Detalus Advisors, LLCVice President & Financial AdvisorAsset manager · St. Louis, MO · $2.2B in regulatory assets
AtlasMembers
Randall’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Joseph D. GareaExecutive Officer, Detalus Advisors, LLC
- Jeffrey R HolleyVice President & Financial Advisor, Detalus Advisors, LLC
- Mary E. RossVice President, Detalus Advisors, LLC
2 more people named with Randall 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 Randall’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.