PPrivate Fund Data Log in Join · $37/mo

Beese, Fulmer Investment Management, Inc.

● SEC registered since 1980CRD 109882SEC# 801-15485Canton, OH
Export (members)
Reg. AUM
$1.58B
Employees
11
Accounts
1,257
Location
Canton, OH

Beese, Fulmer Investment Management, Inc. assets under management

Beese, Fulmer Investment Management, Inc. operates as an SEC-registered investment adviser based in Canton, OH. The firm has been registered since 1980. It reports $1.6 billion in regulatory assets under management and employs 11 people.

Beese, Fulmer Investment Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Dennis Scott Fulmer ControlChairman25-50%2019
Nicholas Traffley Perini ControlVice President, Secretary And Chief Compliance Officer25-50%2019
Ryan Thomas Fulmer ControlPresident And Treasurer25-50%2019

Frequently asked questions

How much does Beese, Fulmer Investment Management, Inc. manage?

Beese, Fulmer Investment Management, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Beese, Fulmer Investment Management, Inc. have?

Beese, Fulmer Investment Management, Inc. reports 11 employees.

Where is Beese, Fulmer Investment Management, Inc. located?

Beese, Fulmer Investment Management, Inc. is based in Canton, OH and has been SEC-registered since 1980.

Does Beese, Fulmer Investment Management, Inc. disclose fund performance?

Beese, Fulmer Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4334 Munson Street NW, Suite 102, Canton, OH 44718
Phone330-454-6555
Fax330-639-4298
Office hours7:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.58B
Non-discretionary$0
Total (RAUM)$1.58B