CRD: 110989
Fulton Investment Advisers, Inc.
Wauwatosa, WI, 53213
4143029999
$14.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-25-1999
- Office Locations
- 1
Office Locations
7500 W State Street Suite 300 Wauwatosa WI
About Fulton Investment Advisers, Inc.
Fulton Investment Advisers, Inc. is a Wauwatosa-based RIA. The firm has been operating for 27 years. Managing $14.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$14.5M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
27.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Owner & Executives
M
MARK FULTON KING
Financial Advisor, General Partner, President
- CRD
- #4373901
- Ownership
- 75% or more
(236) 834-3590
beacon.catalyst@deltacapital.com
in linkedin.com/in/radial-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,500,000 | -- |
| Total | $14,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,500,000
Equity - Exchange:
43.2% U.S. Government/Agency:
11.1% Cash:
45.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,522,198,770 | 43.2% |
| U.S. Government/Agency | $648,064,962 | 11.1% |
| Cash | $2,668,159,346 | 45.7% |
| Total | $5,838,423,078 | 100.0% |