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Building 2BEESE FULMER PRIVATE WEALTH MANAGEMENT

Map pinCANTON, OH
Phone330-454-6555
NotebookSEC #801-15485
Total AUM
$2.1B
Employees
14
Clients
843

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4334 MUNSON STREET NW
SUITE 102
CANTON
OH 44718
United States
Operating Hours
7:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
330-454-6555

ReceiptFinancials

Total AUM
$2.1B
Accounts
2,044
Discretionary
$2.1B
Accounts
2,031
Non-Discretionary
$5.1M
Accounts
13

ContactClients

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Individual Clients
468
AUM
$297.9M
HNW Individual Clients
342
AUM
$1.6B
Banking Clients
3
AUM
$3.8M
Pooled Vehicle Clients
1
AUM
$27M
Pension/Profit Sharing Plan Clients
13
AUM
$47.1M
Charitable Organization Clients
7
AUM
$69.5M
Corporation or Business Clients
9
AUM
$30.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILMDNCNYOHSCTNTX

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

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