1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FULLER & THALER ASSET MANAGEMENT INC

Map pinSAN MATEO, CA
Phone650-931-1500
NotebookSEC #801-43915
Total AUM
$30.3B
Employees
30
Clients
6,126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 BOREL AVENUE
SUITE 300
SAN MATEO
CA 94402
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
650-931-1500
Other Offices
1

ReceiptFinancials

Total AUM
$30.3B
Accounts
6,127
Discretionary
$30.3B
Accounts
6,127
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
5,559
AUM
$2B
HNW Individual Clients
197
AUM
$392.4M
Banking Clients
1
AUM
$460.9K
Investment Company Clients
8
AUM
$25B
Pooled Vehicle Clients
1
AUM
$153.1M
Pension/Profit Sharing Plan Clients
21
AUM
$531.2M
Charitable Organization Clients
75
AUM
$705.3M
Government Entity Clients
9
AUM
$519.9M
Insurance Company Clients
1
AUM
$3.6M
Corporation or Business Clients
235
AUM
$453.7M
Other Clients
19
AUM
$473.8M
Description of Other Clients
UNION, NUCLEAR DECOMMISIONING TRUST

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account