Fullen Financial Group, Inc. is a large advisory firm based in Columbus. It manages $128.26 million of regulatory assets for 169 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Illinois, Nebraska, Ohio, and Texas.
Fullen Financial Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fullen Financial Group, Inc. is $128.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 336% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fullen Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Fullen Financial Group is high net worth individuals with 53 clients and $99.93 million of assets under management. Among the 9 most similar advisory firms, Fullen Financial Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $128.26 million for 169 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fullen Financial Group doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Fullen Financial Group, Inc. performs its advisory services is located at 3720 N. High Street, Columbus, OH 43214 3523, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-372-5430 or by fax 614-987-8517. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at fullenfinancial.com.