Overview
Assets Under Management: $120 million
Headquarters: DANVILLE, CA
High-Net-Worth Clients: 46
Average Client Assets: $2 million
Frequently Asked Questions
FULLERTON ADVISORS, LLC 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 #148880), FULLERTON ADVISORS, LLC is subject to fiduciary duty under federal law.
FULLERTON ADVISORS, LLC is headquartered in DANVILLE, CA.
FULLERTON ADVISORS, LLC serves 46 high-net-worth clients according to their SEC filing dated January 28, 2026. View client details ↓
According to their SEC Form ADV, FULLERTON ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FULLERTON ADVISORS, LLC manages $120 million in client assets according to their SEC filing dated January 28, 2026.
According to their SEC Form ADV, FULLERTON ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 258
Discretionary Accounts: 258
Regulatory Filings
CRD Number: 148880
Filing ID: 2041293
Last Filing Date: 2026-01-28 06:28:53