WEBER FULTON & FELMAN INVESTMENT COUNSEL, LLC
CRD #108774 SEC #801-57696 PEPPER PIKE, OH 216-464-4244
SEC Registered
Total AUM
$822.1M
Discretionary
$789.7M
Employees
--
Clients
10
Accounts
1,011
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 1, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, WILLIAM, ROBERT | I | ADMINISTRATIVE MANAGER AND COMPLIANCE OFICER | NA | |
| ANDERSON, WILLIAM, ROBERT | I | ADMINISTRATIVE MANAGER AND COMPLIANCE OFICER | NA | |
| ELLIOTT, HAROLD, CHARLES | I | REGIONAL DIRECTOR AND SENIOR PORTFOLIO MANAGER | NA | Control |
| ELLIOTT, HAROLD, CHARLES | I | REGIONAL DIRECTOR AND SENIOR PORTFOLIO MANAGER | NA | Control |
| OGDEN, RUSSELL, JAMES | I | REGIONAL DIRECTOR AND SENIOR PORTFOLIO MANAGER | NA | Control |
| OGDEN, RUSSELL, JAMES | I | REGIONAL DIRECTOR AND SENIOR PORTFOLIO MANAGER | NA | Control |
| WELLS, JOHN, CHARLES | I | PRINCIPAL AND SENIOR PORTFOLIO MANAGER | NA | Control |
| WELLS, JOHN, CHARLES | I | PRINCIPAL AND SENIOR PORTFOLIO MANAGER | NA | Control |
| FULTON, DAVID, CAMPBELL | I | MANAGING PRINCIPAL AND SENIOR PORTFOLIO MANAGER | C | Control |
| FULTON, DAVID, CAMPBELL | I | MANAGING PRINCIPAL AND SENIOR PORTFOLIO MANAGER | C | Control |
| WEBER, RICHARD, CURT | I | MANAGING PRINCIPAL AND CHIEF INVESTMENT OFFICER | C | Control |
| WEBER, RICHARD, CURT | I | MANAGING PRINCIPAL AND CHIEF INVESTMENT OFFICER | C | Control |
| FELMAN, JEFFREY, ALAN | I | PRINCIPAL AND SENIOR PORTFOLIO MANAGER | B | Control |
| FELMAN, JEFFREY, ALAN | I | PRINCIPAL AND SENIOR PORTFOLIO MANAGER | B | Control |
| MUIR, STEVEN, PHILIP | I | PRINCIPAL AND CHIEF FINANCIAL OFFICER | A | Control |
| MUIR, STEVEN, PHILIP | I | PRINCIPAL AND CHIEF FINANCIAL OFFICER | A | Control |
| RICHTER, SCOTT, G | I | PRINCIPAL AND SENIOR PORTFOLIO MANAGER | A | Control |
| RICHTER, SCOTT, G | I | PRINCIPAL AND SENIOR PORTFOLIO MANAGER | A | Control |
Registrations
Federal
IA
May 1, 2002 REGISTERED
Notice Filings (17)
FL IL IN KY MA MD MI NH NJ OH PA SC TN TX VA VT WI
Address
30195 CHAGRIN BLVDSUITE 350 WEST
PEPPER PIKE, OH 44124
USA
Phone: 216-464-4244