FULLER ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 134446
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.38%
- Individuals16.62%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Fuller Asset Management, LLC is a small, privately held investment adviser organized as an LLC that serves individual and family clients as well as small businesses. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals/small businesses and the publication of periodicals or newsletters among its advisory activities. It does not identify as an active ESG investor, is not described as a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Cash & Cash Equivalents26%
- Public Funds/Mutual Funds15%
- US Government Bonds12%
- State & Local Bonds3%
Contacts
1 of 1LAWRENCE FULLER II
OwnerCRD 2376989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 7135 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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