Fuller & Thaler Asset Management Review

Trust Score 97%
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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.


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Firm Information

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

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