Fuller Investment Management Company

RIASEC Registered

Total AUM

$264M

Discretionary

$264M

100% of AUM

Avg account

$3.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 167467
Registered since: July 19, 2013
Website: www.fullerinvesting.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles71.54%
HNWI18.26%
Individuals6.3%
Charitable Organizations3.9%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fuller Investment Management Company is a corporate, institutional registered investment adviser that has been SEC-registered since 2013. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, charging fees as a percentage of assets under management. Its advisory work spans separately managed accounts, pooled investment vehicles and institutional portfolios, and the firm also performs selection-of-other-advisers duties. Fuller serves as sponsor, general partner or managing member of pooled vehicles it advises. The firm does not identify itself as an active ESG investor.