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FULCRUM EQUITY MANAGEMENT, LLC
5465 Legacy Dr.
Suite 650
Plano, Texas 75024
Tel: 888-304-6942
About FULCRUM EQUITY MANAGEMENT, LLC
FULCRUM EQUITY MANAGEMENT, LLC, formally registered with the SEC as FULCRUM EQUITY MANAGEMENT, LLC. The firm was established in 04/09/2014. They have over 2 offices throughout the country.
FULCRUM EQUITY MANAGEMENT, LLC is a Plano, Texas based Financial Planning firm with nearly $185,930,091 assets under management, offering retirement planning & investment advisory services to 851 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159099 |
| SEC# | 801-79524 |
| Assets Managed by Firm | $185,930,091 |
| No. of Clients | 851 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (SUB-ADVISORY MANAGEMENT SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 851 | $185,930,091 |
| Individuals (other than high net worth individuals) | 535 | $91,721,598 |
| High net worth individuals | 22 | $80,342,290 |
| Other investment advisers | 1 | $4,568,516 |
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