FULLER ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
$33.4M
Discretionary
$0
0% of AUM
Avg account
$428K
Accounts
78
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 41%, Cash & Cash Equivalents 26%, Public Funds/Mutual Funds 15%, US Government Bonds 12%, State & Local Bonds 3%, Investment Grade Corp Bonds 2%, Derivatives 1%41%
  • Exchange Traded Equities41%
  • Cash & Cash Equivalents26%
  • Public Funds/Mutual Funds15%
  • US Government Bonds12%
  • State & Local Bonds3%

Contacts

1 of 1
  • LAWRENCE FULLER II

    OwnerCRD 2376989

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth