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Building 2FULLERTON ADVISORS, LLC

Map pinDANVILLE, CA
Phone925-480-7018
NotebookSEC #801-134519
Total AUM
$120.4M
Employees
1
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
318 DIABLO ROAD
SUITE 260
DANVILLE
CA 94526
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
925-480-7018

ReceiptFinancials

Total AUM
$120.4M
Accounts
258
Discretionary
$120.4M
Accounts
258
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$18.5M
HNW Individual Clients
46
AUM
$100.4M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$413.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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