FULLER & THALER ASSET MANAGEMENT INC

411 Borel Avenue
Suite 300
San Mateo, California 94402
Tel: 650-931-1500

About FULLER & THALER ASSET MANAGEMENT INC

FULLER & THALER ASSET MANAGEMENT INC, formally registered with the SEC as FULLER & THALER ASSET MANAGEMENT INC. The firm was established in 05/13/1993. They have over 2 offices throughout the country.

FULLER & THALER ASSET MANAGEMENT INC is a San Mateo, California based Financial Planning firm with nearly $20,397,025,075 assets under management, offering retirement planning & investment advisory services to 2786 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107033
SEC#	801-43915
Assets Managed by Firm	$20,397,025,075
No. of Clients	2786
No. of Advisors	27

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2786	$20,397,025,075
Individuals (other than high net worth individuals)	2339	$632,763,614
High net worth individuals	264	$878,308,211
Pension and profit sharing plans	8	$311,067,089
Charitable organizations	38	$535,275,428
Corporations or other businesses	117	$304,110,067

More Retirement Planning firms in San Mateo, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in San Mateo, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.