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FULLER INVESTMENT MANAGEMENT COMPANY
CRD 167467 · SEC 801-78317
135 NORTH OAKLAND AVENUE, PASADENA, CA, 91182, United States
Phone
626-765-8450
Fax
626-765-8451
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$264.5M
Discretionary AUM
$264.5M
Team
9 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $16.7M |
| High net worth individuals | 20 | $48.3M |
| Pooled investment vehicles | 1 | $189.2M |
| Charitable organizations | 3 | $10.3M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD