Clinton James Lewis

Detalus Advisors, LLC

31 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Detalus Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

646 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$928.4M

Fee Structure

Minimum Investment:$2.5K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.01%

Adviser may waive or reduce the Program Fee for certain clients.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

383 Marshall Avenue, St Louis, MO, 63119

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

September 2010

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Clinton is a licensed insurance representative of Detalus Insurance Services, LLC, and may receive compensation for recommending insurance products. He is also a member/owner of Manchester Holdings and BCS Financial Services, which do not provide investment-related services.

Employment History

Current Registrations

Detalus Advisors, LLC

June 2003 - Present · 22 yrs 8 mos

Previous Registrations

Detalus Securities, LLCBroker

April 2000 - December 2020 · 20 yrs 8 mos

D.R. Hancock & Company, INC.Broker

August 1999 - May 2000 · 9 mos

Mercantile Investment Services, INC.Broker

June 1997 - July 1999 · 2 yrs 1 mo

Mark Twain Brokerage Services, INC.Broker

April 1994 - June 1997 · 3 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.