Fulcire Wealth Management, LLC
RIASEC Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$500K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 156552
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fulcire Wealth Management, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates with a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, it maintains a client base that consists of individuals and families, emphasizing personalized investment strategies tailored to their specific financial goals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Lloyd Stabiner
Investment Advisor RepresentativeCRD 5889143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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