Fulcrum Equity Management, LLC
Fulcrum Equity Management, LLC (CRD# 159099) is a financial advisory firm headquartered in Plano, TX. They manage $185,930,091 in 851 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management186MILLION
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Total Number of Accounts851ACCOUNTS
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Average Account Value$218,484
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, NE, TX
Debbie Feuer (CRD# 2784941) is an Investment Advisor Representative working at Fulcrum Equity Management, LLC in Plano, TX and has over 27 years of experience in the finance industry.
Jason Hurta (CRD# 2970422) is an Investment Advisor Representative working at Fulcrum Equity Management, LLC in New Braunfels, TX and has over 25 years of experience in the finance industry.
Craig Love (CRD# 3256421) is an Investment Advisor Representative working at Fulcrum Equity Management, LLC in Plano, TX and has over 24 years of experience in the finance industry.
Derek Soliz (CRD# 5392815) is an Investment Advisor Representative working at Fulcrum Equity Management, LLC in Plano, TX and has over 15 years of experience in the finance industry.