FULLERTON ADVISORS, LLC

FULLERTON ADVISORS, LLC of DANVILLE, CA is an SEC-registered investment adviser (CRD 148880). Regulatory assets under management: $120.4M.

Registration

• CRD: 148880
• SEC file number: 801-134519
• Type: Registered investment adviser
• Location: 318 DIABLO ROAD, SUITE 260, DANVILLE, CA, 94526
• Phone: 925-480-7018
• Latest filing: 2026-01-28
• Regulatory AUM: $120.4M
• Discretionary AUM: $120.4M
• Clients: 1
• Accounts: 258

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148880 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search