Fulton Investment Advisers, Inc.
Fulton Investment Advisers, Inc. (CRD# 110989) is a financial advisory firm headquartered in Wauwatosa, WI. They manage $13,500,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fulton Investment Advisers, Inc.
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts2ACCOUNTS
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Average Account Value$6,750,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Fulton Investment Advisers, Inc.
1
Mark King (CRD# 4373901) is an Investment Advisor Representative working at Fulton Investment Advisers, Inc. in Wauwatosa, WI and has 1 year of experience in the finance industry.
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