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

Building 2FULCRUM CAPITAL, LLC

Map pinSEATTLE, WA
Phone206-223-9790
NotebookSEC #801-68459
Total AUM
$1.1B
Employees
13
Clients
329

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 FIFTH AVENUE
SUITE 3800
SEATTLE
WA 98104
United States
Operating Hours
7:00AM - 4:30PM
Monday - Friday
Phone
206-223-9790

ReceiptFinancials

Total AUM
$1.1B
Accounts
667
Discretionary
$1B
Accounts
634
Non-Discretionary
$31M
Accounts
33

ContactClients

View more in analytics →

HNW Individual Clients
296
AUM
$767.8M
Charitable Organization Clients
18
AUM
$203.4M
Corporation or Business Clients
15
AUM
$104M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account