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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- DeltaFusion matrix +more
- Established Date
- 01-16-2001
- Office Locations
- 1
Office Locations
About Fulbright Financial Consulting, PA
Fulbright Financial Consulting (Durham, NC) provides integrated wealth management plus tax and accounting support for business owners, professionals and retirees. Services include financial planning, investment management, risk and estate planning, and Social Security optimization; accounts are often custody at Charles Schwab. Portfolios commonly use ETFs, public funds, municipal bonds and cash. The firm also publishes the “Mastering Your Money” newsletter/radio program and maintains an extensive client education library.
Team overview
Insights
Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EDWARD DANA FULBRIGHT
Chairman, Chief Compliance Officer, Chief Executive Officer
- CRD
- #1290317
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,784,623 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,784,623 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,784,623
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,524,396,416 | 19.2% |
| Equity - Exchange | $2,429,506,787 | 30.6% |
| Municipal Bonds | $1,484,698,592 | 18.7% |
| Cash | $2,500,962,870 | 31.5% |
| Total | $7,939,564,665 | 100.0% |