Fullerton Financial, LLC

RIASEC Registered

Total AUM

$525M

Discretionary

$525M

100% of AUM

Avg account

$147K

Accounts

3,565

Employees

Advisory reps

Firm details

Headquarters: Peoria, Arizona
CRD number: 155676
Registered since: July 2, 2018
Website: fullertonfp.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals75.21%
HNWI23.28%
Pension & Profit Sharing Plans1.24%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kingdom Financial Group, LLC is an independent registered investment adviser that became SEC-registered in 2018. The firm identifies as a capital allocator serving both individual & family clients and institutional clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting, published investment periodicals/newsletters, and educational seminars/workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm reports industry affiliations with an accountant and an insurance company and does not list an active ESG investment focus.