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Home > Retirement Planners > washington > seattle > FULCRUM CAPITAL, LLC
FULCRUM CAPITAL, LLC
800 Fifth Avenue
Suite 3800
Seattle, Washington 98104
Tel: 206-223-9790
About FULCRUM CAPITAL, LLC
FULCRUM CAPITAL, LLC, formally registered with the SEC as FULCRUM CAPITAL, LLC. The firm was established in 10/23/2007. They have over 1 offices throughout the country.
FULCRUM CAPITAL, LLC is a Seattle, Washington based Financial Planning firm with nearly $846,845,156 assets under management, offering retirement planning & investment advisory services to 545 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145322 |
| SEC# | 801-68459 |
| Assets Managed by Firm | $846,845,156 |
| No. of Clients | 545 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 545 | $846,845,156 |
| High net worth individuals | 236 | $560,899,846 |
| Charitable organizations | 15 | $193,801,887 |
| Corporations or other businesses | 13 | $92,143,423 |
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