Fuller & Thaler Asset Management Inc.

Fuller & Thaler Asset Management Inc. (CRD# 107033) is a financial advisory firm headquartered in San Mateo, CA. They manage $4,746,063,783 in 484 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,746
    MILLION
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $9,805,917
Compensation Options
  • A percentage of assets under your management
  • Performance-based 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Fuller & Thaler Asset Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Russell J. Fuller
CRD#: 215673
411 Borel Avenue, Suite 402, San Mateo, CA 94402
93
Wealthminder
score

Russell Fuller (CRD# 215673) is an Investment Advisor Representative working at Fuller & Thaler Asset Management Inc. in San Mateo, CA and has over 20 years of experience in the finance industry.

2
Frederick W. Stanske
CRD#: 2562520
411 Borel Ave, Suite 402, San Mateo, CA 94402
93
Wealthminder
score

Frederick Stanske (CRD# 2562520) is an Investment Advisor Representative working at Fuller & Thaler Asset Management Inc. in San Mateo, CA and has over 22 years of experience in the finance industry.

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