Fulcrum Capital, LLC
Fulcrum Capital, LLC (CRD# 145322) is a financial advisory firm headquartered in Seattle, WA. They manage $846,845,156 in 545 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management847MILLION
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Total Number of Accounts545ACCOUNTS
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Average Account Value$1,553,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, TX, WA
Kathryn Fisher (CRD# 5435433) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 16 years of experience in the finance industry.
Michelle Mathieu (CRD# 2096673) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry.
Brander Richmond (CRD# 6310433) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry.
Di Thigpen-Shankles (CRD# 5262897) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has over 9 years of experience in the finance industry.
Janet Welcher (CRD# 1108316) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry.
Hans Krippaehne (CRD# 7510388) is an Investment Advisor Representative working at Fulcrum Capital, LLC in Seattle, WA and has 1 year of experience in the finance industry.