FULTON INVESTMENT ADVISERS, INC.
Firm details
- Headquarters
- WAUWATOSA, Wisconsin
- CRD number
- 110989
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Fulton Investment Advisers, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves an individual and family client base and charges fees as a percentage of assets under management. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and other institutions, and the selection of outside advisers — the firm is identified as a capital allocator. Fulton Investment Advisers lists its business activity as a law firm and does not identify itself as an active ESG investor or a multi‑state adviser.
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 Equities75%
- US Government Bonds15%
- Cash & Cash Equivalents10%
Contacts
1 of 1MARK KING
PresidentCRD 4373901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WAUWATOSA, WI
MILWAUKEE
Location
WAUWATOSA, WI
Headquartered in WAUWATOSA, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 7500 W State St
- Time zone
- CT (UTC-6)
- Office locations
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