Russell Fuller, financial advisor San Mateo CA

Russell Fuller

CRD Number: 215673
Current Firm: Fuller & Thaler Asset Management Inc.

Russell Fuller (CRD# 215673) is an Investment Advisor Representative working at Fuller & Thaler Asset Management Inc. in San Mateo, CA and has over 27 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Fuller & Thaler Asset Management, Inc. San Mateo, CA Jun 1993 - Current 30
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for Russell J. Fuller
Phone Number: 650-931-1500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,361
    MILLIONS
  • Total Number of Accounts
    2,440
    ACCOUNTS
  • Average Account Value
    $6,705,325
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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