FULLEN FINANCIAL GROUP, INC.
  • FULLEN FINANCIAL GROUP, INC.

Adviser Profile

As of Date 05/09/2024
Registration status Terminated
ADV Location COLUMBUS, OH, United States
Contact Info 614 xxxxxxx
Websites
AUM* 281,969,045 33%
of that, discretionary 281,969,045 33%
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 357,375 12%
% High Net Worth 44.78% 41%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

282M 242M 201M 161M 121M 81M 40M
2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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