Last updated: June 26th, 2019. Data source: SEC filings.
Fuller & Thaler Asset Management, federally registered in 1993, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 2 advisors. Fuller & Thaler Asset Management manages $7.3 billion and provides investment advisory services for 1,318 clients (1:659 advisor/client ratio). This firm does not have a disciplinary history.
| Feature | Value |
| Minimum Investment | $1,000,000 |
| Average Client Balance | $5,520,939 |
| Hybrid Advisor | No |
| Disciplinary History | No |
| Total AUM | $7.3 billion |
| Advisor / Client Ratio | 1:659 |
| Headquarters | San Mateo, CA |
| SEC Filings | Forms and Brochures (CRD # 107033) |
| State(s) Registered | AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY |
