CRD: 134446
Fuller Asset Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- BeaconGlacier +more
- Established Date
- 04-18-2005
- Office Locations
- 1
Office Locations
About Fuller Asset Management, LLC
Fuller Asset Management, LLC is a fee-based RIA providing portfolio management for individual investors using a written Investment Policy Statement with position limits and tactical ranges. The firm runs a disciplined, risk-managed “all-weather” multi-asset approach (stocks, bonds, commodities, cash), emphasizing quality/value dividend stocks, bond ladders, and ETFs (including precious metals); options may be used for income/hedging. Clients receive quarterly performance reports and FAM typically recommends Charles Schwab as custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LAWRENCE ROBERT FULLER II
MANAGING DIRECTOR
- CRD
- #2376989
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $138,059 |
| Non-Discretionary | $33,363,921 | $101,181 |
| Total | $33,363,921 | $106,986 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $33,363,921
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,332,030,731 | 20.4% |
| Cash | $777,017,926 | 11.9% |
| Public Funds | $1,260,205,544 | 19.3% |
| U.S. Government/Agency | $391,773,744 | 6.0% |
| Municipal Bonds | $1,136,143,858 | 17.4% |
| Corporate - Investment Grade | $999,023,048 | 15.3% |
| Derivatives | $633,367,554 | 9.7% |
| Total | $6,529,562,405 | 100.0% |