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Fullerton Advisors, LLC

EST. AUM
$120,394,113

CONTACTS
1

CLIENT ACCOUNTS
258

Firm Details

Metro area San Francisco
CRD Number 148880
Website fullertonadvisors.com
Client types

Overview

Fullerton Advisors, LLC is an independent investment management and financial-planning firm serving individuals, families, trusts, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, aligning portfolios with client risk tolerance, goals, and financial circumstances, and rebalancing periodically as appropriate. It also delivers customized financial-planning services such as retirement, education, and wealth-preservation planning tailored to client needs and life changes. As of its latest SEC filing, the firm reported approximately US $100 million in discretionary assets under management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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