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FULLER & THALER ASSET MANAGEMENT INC
CRD 107033 · SEC 801-43915
411 BOREL AVENUE, SUITE 300, SAN MATEO, CA, 94402, United States
Phone
650-931-1500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$30.25B
Discretionary AUM
$30.25B
Team
30 total employees; 11 advisory reps; 8 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5559 | $2.00B |
| High net worth individuals | 197 | $392.4M |
| Investment companies | 8 | $25.02B |
| Pooled investment vehicles | 1 | $153.1M |
| Pension/profit sharing plans | 21 | $531.2M |
| Charitable organizations | 75 | $705.3M |
| State/municipal entities | 9 | $519.9M |
| Corporations/business entities | 235 | $453.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD