Overview
Assets Under Management: $282 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 90
Average Client Assets: $2.8 million
Frequently Asked Questions
FULLEN FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135065), FULLEN FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
FULLEN FINANCIAL GROUP, INC. is headquartered in COLUMBUS, OH.
FULLEN FINANCIAL GROUP, INC. serves 90 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, FULLEN FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FULLEN FINANCIAL GROUP, INC. manages $282 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, FULLEN FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.37%
Average Client Assets: $2.8 million
Total Client Accounts: 789
Discretionary Accounts: 789
Regulatory Filings
CRD Number: 135065
Filing ID: 1847015
Last Filing Date: 2024-03-28 16:10:00