Fullington & Associates, LLC

RIASEC Registered
Total AUM
$13.3M
Discretionary
$13.3M
100% of AUM
Avg account
$602K
Accounts
22
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 1%93%
  • Exchange Traded Equities93%
  • Public Funds/Mutual Funds6%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Michael Fullington

    Michael Fullington

    Investment Advisor RepresentativeCRD 3150612

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth