Fuller & Thaler Asset Management Inc.
Fuller & Thaler Asset Management Inc. (CRD# 107033) is a financial advisory firm headquartered in San Mateo, CA. They manage $20,397,025,075 in 2,786 accounts and serve the financial needs of clients across 53 states (or territories).
Current Firm Details
Fuller & Thaler Asset Management Inc.
By the Numbers
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Total Assets Under Management20,397MILLION
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Total Number of Accounts2,786ACCOUNTS
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Average Account Value$7,321,258
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Financial Advisors at Fuller & Thaler Asset Management Inc.
No Advisor Found.
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