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Building 2FULLER INVESTMENT MANAGEMENT COMPANY

Map pinPASADENA, CA
Phone626-765-8450
NotebookSEC #801-78317
Total AUM
$264.5M
Employees
9
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 NORTH OAKLAND AVENUE
PASADENA
CA 91182
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
626-765-8450

ReceiptFinancials

Total AUM
$264.5M
Accounts
79
Discretionary
$264.5M
Accounts
79
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$16.7M
HNW Individual Clients
20
AUM
$48.3M
Pooled Vehicle Clients
1
AUM
$189.2M
Charitable Organization Clients
3
AUM
$10.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges 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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