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FULLERTON ADVISORS, LLC
CRD 148880 · SEC 801-134519
318 DIABLO ROAD, SUITE 260, DANVILLE, CA, 94526, United States
Phone
925-480-7018
Fax
925-262-4649
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.4M
Discretionary AUM
$120.4M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $18.5M |
| High net worth individuals | 46 | $100.4M |
| Charitable organizations | 1 | $1.1M |
| Corporations/business entities | 1 | $413K |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD