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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-14-2009
- Office Locations
- 1
Office Locations
About Fullerton Advisors, LLC
Fullerton Advisors, LLC is a Danville, CA registered investment adviser focused on helping clients grow and preserve wealth through financial planning and discretionary portfolio management. The firm builds allocation-driven portfolios primarily with public funds, including mutual funds and ETFs, with an emphasis on risk management and tax, estate, and business-succession planning, plus insurance/annuity guidance. Custody includes Fidelity and Schwab; the practice runs on Advyzon.
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Investment Themes
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Owner & Executives
Nicholas C Fullerton
Chief Compliance Officer, Principal
- CRD
- #2515415
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,394,113 | $466,644 |
| Non-Discretionary | $0 | -- |
| Total | $120,394,113 | $466,644 |
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Separately Managed Accounts
Total SMA Asset: $120,394,113
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,239,306,347 | 39.4% |
| Equity - Exchange | $456,089,899 | 14.5% |
| Other | $1,450,051,334 | 46.1% |
| Total | $3,145,447,580 | 100.0% |