Fuller Investment Management Company
Fuller Investment Management Company is an SEC-registered wealth manager in Pasadena, CA with $264.5M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Fuller Investment Management Company: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167467, SEC 801-78317, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $264.5M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Pasadena, CA
- Employees
- 9
- Clients
- 73
- CRD
- 167467
- Ownership
- COOPER, DANIEL, LEE; LIU, MARTIN, C; WENTZIEN, MARK, ARTHUR; DERRICK, TODD, B; THE FULLER FOUNDATION
How much AUM does Fuller Investment Management Company have?
Fuller Investment Management Company reported $264.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Fuller Investment Management Company?
Disclosed owners and executives of Fuller Investment Management Company include COOPER, DANIEL, LEE, LIU, MARTIN, C, WENTZIEN, MARK, ARTHUR, DERRICK, TODD, B, THE FULLER FOUNDATION. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.