CRD: 156552
Fulcire Wealth Management, LLC
$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-16-2011
- Office Locations
- 1
Office Locations
-- Teaneck NJ
About Fulcire Wealth Management, LLC
Fulcire Wealth Management, LLC is a New Jersey-based RIA serving retail investors with balanced, asset-allocation portfolios and a yield-enhancement approach that uses market instruments to monetize “intangible” assets. The firm emphasizes income generation in the short-term sleeve of client portfolios and targets annual after-tax returns exceeding inflation plus 3%. Portfolios are primarily ETF-based.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Custodian
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Investment Themes
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Technology
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Owner & Executives
L
LLOYD DOUGLAS STABINER
Principal
- CRD
- #5889143
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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