Fuller & Thaler Asset Management

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Last updated: February 23rd, 2020. 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
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 25
Percentage of Advisors Trusted 100%
Minimum Investment $1,000,000
Average Client Balance $5,520,939
Total AUM $7.3 billion
Advisor / Client Ratio 1:659
Headquarters San Mateo, CA
SEC Filings View SEC IAPD 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

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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