FULTON INVESTMENT ADVISERS, INC.

RIASEC Registered
Total AUM
$14.5M
Discretionary
$0
0% of AUM
Avg account
$3.6M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
WAUWATOSA, Wisconsin
CRD number
110989
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fulton Investment Advisers, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves an individual and family client base and charges fees as a percentage of assets under management. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and other institutions, and the selection of outside advisers — the firm is identified as a capital allocator. Fulton Investment Advisers lists its business activity as a law firm and does not identify itself as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 15%, Cash & Cash Equivalents 10%75%
  • Exchange Traded Equities75%
  • US Government Bonds15%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • MARK KING

    PresidentCRD 4373901

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WAUWATOSA, WI

MILWAUKEE

Location

WAUWATOSA, WI

Headquartered in WAUWATOSA, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
MILWAUKEE
Address
7500 W State St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth