M
CRD: 115218
Michael Fulcher, CPA
Mesa, AZ
4802393264
$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1993
- Office Locations
- 1
Office Locations
-- Mesa AZ
About Michael Fulcher, CPA
Michael Fulcher, CPA is a Mesa-based RIA. The firm has been operating for 33 years. Managing $2.5M in total assets under management, with 1 advisory representatives. They custody assets with Vanguard. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$208.3K AVG AUM / CLIENT
33.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Fusion wave North ridge Focus north
Investment Themes
Ember insight Crest
Investment Vehicles
Signal
Services
Crest oak Ridge frontier Ridge
Owner & Executives
M
MICHAEL ALAN FULCHER
PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
(648) 967-4931
insight.alpha@vectorcapital.com
in linkedin.com/in/signal-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,500,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $660,163,604 | 100.0% |
| Total | $660,163,604 | 100.0% |