FULTON INVESTMENT ADVISERS, INC.

FULTON INVESTMENT ADVISERS, INC. of WAUWATOSA, WI is an SEC-registered investment adviser (CRD 110989). Regulatory assets under management: $14.5M.

Registration

• CRD: 110989
• Type: Registered investment adviser
• Location: 7500 WEST STATE STREET, WAUWATOSA, WI, 53213
• Phone: 414-302-9999
• Latest filing: 2026-04-27
• Regulatory AUM: $14.5M
• Non-discretionary AUM: $14.5M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 110989 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search