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BEESE FULMER PRIVATE WEALTH MANAGEMENT
BEESE, FULMER INVESTMENT MANAGEMENT, INC.
CRD 109882 · SEC 801-15485
4334 MUNSON STREET NW, SUITE 102, CANTON, OH, 44718, United States
Phone
330-454-6555
Fax
330-639-4298
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.06B
Discretionary AUM
$2.05B
Team
14 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 468 | $297.9M |
| High net worth individuals | 342 | $1.58B |
| Banking/thrift institutions | 3 | $3.8M |
| Pooled investment vehicles | 1 | $27.0M |
| Pension/profit sharing plans | 13 | $47.1M |
| Charitable organizations | 7 | $69.5M |
| Corporations/business entities | 9 | $30.8M |
States served
CA, CO, IL, MD, NY, NC, OH, SC, TN, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD