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FULLER INVESTMENT MANAGEMENT COMPANY
135 North Oakland Avenue
Pasadena, California 91182
Tel: 626-765-8450
About FULLER INVESTMENT MANAGEMENT COMPANY
FULLER INVESTMENT MANAGEMENT COMPANY, formally registered with the SEC as FULLER INVESTMENT MANAGEMENT COMPANY. The firm was established in 07/19/2013. They have over 1 offices throughout the country.
FULLER INVESTMENT MANAGEMENT COMPANY is a Pasadena, California based Financial Planning firm with nearly $213,322,329 assets under management, offering retirement planning & investment advisory services to 73 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167467 |
| SEC# | 801-78317 |
| Assets Managed by Firm | $213,322,329 |
| No. of Clients | 73 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 73 | $213,322,329 |
| Individuals (other than high net worth individuals) | 47 | $15,345,024 |
| High net worth individuals | 19 | $34,035,078 |
| Charitable organizations | 2 | $7,392,373 |
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