FULLER & THALER ASSET MANAGEMENT INC

RIASEC RegisteredEst. 1993

Total AUM

$30.3B

Discretionary

$30.3B

100% of AUM

Avg account

$4.9M

Accounts

6,127

Employees

Advisory reps

Firm details

Headquarters: SAN MATEO, California
CRD number: 107033
Registered since: May 13, 1993
Website: www.fullerthaler.com
Custodians: MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies82.71%
Individuals6.61%
Charitable Organizations2.33%
Pension & Profit Sharing Plans1.76%
State / Municipal Government1.72%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fuller & Thaler Asset Management Inc is a long-established SEC-registered corporate RIA, first registered in 1993. The firm serves both high-net-worth individuals and institutions, managing portfolios across individual and small-business accounts, investment companies, pooled vehicles and institutional mandates. Its compensation mixes AUM-based fees with fixed-fee arrangements. Fuller & Thaler is not identified as an active ESG investor and is not listed as a multi-state or pension-consulting adviser.