Fuller & Thaler Asset Management Review

Trust Score 95%
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Fuller & Thaler Asset Management, federally registered in 1993, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 2 advisors. Fuller & Thaler Asset Management manages $7.3 billion and provides investment advisory services for 1,321 clients (1:661 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Avg Account Balance $5,508,400
Hybrid Advisor No
Disciplinary History No
Total AUM $7.3 billion
Advisor / Client Ratio 1:661
Headquarters San Mateo, CA
SEC Filings Forms and Brochures
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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