FULHAM & CO

593 Washington Street
Wellesley, Massachusetts 02482
Tel: 781-235-2266

About FULHAM & CO

FULHAM & CO, formally registered with the SEC as FULHAM & CO. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

FULHAM & CO is a Wellesley, Massachusetts based Financial Planning firm with nearly $279,365,187 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158374
SEC#	801-74066
Assets Managed by Firm	$279,365,187
No. of Clients	9
No. of Advisors	11

Fee Structure

Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$279,365,187

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