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Building 2FULLEN FINANCIAL GROUP, INC.

Map pinCOLUMBUS, OH
Phone614-372-5430
NotebookSEC #801-110768
Total AUM
$282M
Employees
6
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3720 N. HIGH STREET
COLUMBUS
OH 43214-3523
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
614-372-5430

ReceiptFinancials

Total AUM
$282M
Accounts
789
Discretionary
$282M
Accounts
789
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
103
AUM
$25.8M
HNW Individual Clients
90
AUM
$249.2M
Pension/Profit Sharing Plan Clients
2
AUM
$3.8M
Charitable Organization Clients
2
AUM
$1.1M
Corporation or Business Clients
4
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNEOHTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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