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Fullerton Advisors, LLC

● SEC registered since 2025CRD 148880SEC# 801-134519Danville, CA
Export (members)
Reg. AUM
$108.1M
Employees
1
Accounts
263
Location
Danville, CA

Fullerton Advisors, LLC assets under management

Fullerton Advisors, LLC is an SEC-registered investment adviser based in Danville, CA. The firm has been registered since 2025. It reports $108.1 million in regulatory assets under management and employs 1 people.
www.fullertonadvisors.comView on SEC.gov ↗

Fullerton Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Nicholas C Fullerton ControlPrincipal, CcoOver 75%2008

Frequently asked questions

How much does Fullerton Advisors, LLC manage?

Fullerton Advisors, LLC reports $108.1 million in regulatory assets under management on its Form ADV.

How many employees does Fullerton Advisors, LLC have?

Fullerton Advisors, LLC reports 1 employees.

Where is Fullerton Advisors, LLC located?

Fullerton Advisors, LLC is based in Danville, CA and has been SEC-registered since 2025.

Does Fullerton Advisors, LLC disclose fund performance?

Fullerton Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address318 Diablo Road, Suite 260, Danville, CA 94526
Phone925-480-7018
Fax925-262-4649
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.1M
Non-discretionary$0
Total (RAUM)$108.1M