Fullington & Associates, LLC
Firm details
- Headquarters
- ,
- CRD number
- 130764
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI81.73%
- Individuals18.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fullington & Associates, LLC is a small, owner-operated independent registered investment adviser organized as a limited liability company. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include percentage-of-assets, hourly, fixed-fee and other structures, reflecting a mix of ongoing wealth management and project-based planning work. The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
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 Equities93%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Michael Fullington
Investment Advisor RepresentativeCRD 3150612
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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