BEESE, FULMER INVESTMENT MANAGEMENT, INC.
Legal name: BEESE FULMER PRIVATE WEALTH MANAGEMENT
CRD #109882 SEC #801-15485 CANTON, OH 330-454-6555
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
13
Clients
11
Accounts
1,257
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.6B | $1.6B | $0 | 13 | 0 |
| Jun 2025 | $1.6B | $1.6B | $0 | 11 | 0 |
| Mar 2025 | $1.6B | $1.6B | $0 | 11 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 6 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 5 | 0 |
| Dec 2022 | $1.3B | $1.3B | $0 | 5 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 5 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 8 | 0 |
| Jun 2020 | $1B | $1B | $0 | 7 | 0 |
| Mar 2020 | $1B | $1B | $0 | 7 | 0 |
| Oct 2019 | $584.1M | $584.1M | $0 | 5 | 0 |
| Oct 2019 | $584.1M | $584.1M | $0 | 5 | 0 |
| Mar 2019 | $584.1M | $584.1M | $0 | 5 | 0 |
| Mar 2018 | $606.4M | $606.4M | $0 | 5 | 0 |
| Mar 2017 | $517.2M | $517.2M | $0 | 4 | 100 |
| Jan 2016 | $458M | $458M | $0 | 5 | 100 |
| Oct 2015 | $438M | $438M | $0 | 5 | 113 |
| Jul 2015 | $438M | $438M | $0 | 5 | 113 |
| Apr 2015 | $438M | $438M | $0 | 4 | 113 |
| Mar 2015 | $438M | $438M | $0 | 4 | 113 |
| Oct 2014 | $406.3M | $406.3M | $0 | 5 | 100 |
| Mar 2014 | $406.3M | $406.3M | $0 | 5 | 100 |
| Dec 2013 | $311.8M | $311.8M | $0 | 5 | 26 |
| Mar 2013 | $311.8M | $311.8M | $0 | 5 | 26 |
| Oct 2012 | $304.8M | $304.8M | $0 | 6 | 101 |
| Jul 2012 | $304.8M | $304.8M | $0 | 6 | 101 |
| Jul 2012 | $304.8M | $304.8M | $0 | 6 | 101 |
| Mar 2012 | $304.8M | $304.8M | $0 | 6 | 101 |
| Mar 2011 | $302.6M | $302.6M | $0 | 10 | -- |
| Mar 2007 | $406.3M | $406.3M | $0 | 5 | -- |
| Mar 2006 | $382.8M | $382.8M | $0 | 5 | -- |
| May 2004 | $391.1M | $391.1M | $0 | 5 | -- |
| Mar 2004 | $391.1M | $391.1M | $0 | 5 | -- |
| Nov 2003 | $360.3M | $360.3M | $0 | 5 | -- |
| Mar 2002 | $400.7M | $400.7M | $0 | 5 | -- |
DateSep 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees13
Clients0
DateJun 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$584.1M
Discretionary$584.1M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$584.1M
Discretionary$584.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$584.1M
Discretionary$584.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$606.4M
Discretionary$606.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$517.2M
Discretionary$517.2M
Non-Disc.$0
Employees4
Clients100
DateJan 2016
Total AUM$458M
Discretionary$458M
Non-Disc.$0
Employees5
Clients100
DateOct 2015
Total AUM$438M
Discretionary$438M
Non-Disc.$0
Employees5
Clients113
DateJul 2015
Total AUM$438M
Discretionary$438M
Non-Disc.$0
Employees5
Clients113
DateApr 2015
Total AUM$438M
Discretionary$438M
Non-Disc.$0
Employees4
Clients113
DateMar 2015
Total AUM$438M
Discretionary$438M
Non-Disc.$0
Employees4
Clients113
DateOct 2014
Total AUM$406.3M
Discretionary$406.3M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$406.3M
Discretionary$406.3M
Non-Disc.$0
Employees5
Clients100
DateDec 2013
Total AUM$311.8M
Discretionary$311.8M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$311.8M
Discretionary$311.8M
Non-Disc.$0
Employees5
Clients26
DateOct 2012
Total AUM$304.8M
Discretionary$304.8M
Non-Disc.$0
Employees6
Clients101
DateJul 2012
Total AUM$304.8M
Discretionary$304.8M
Non-Disc.$0
Employees6
Clients101
DateJul 2012
Total AUM$304.8M
Discretionary$304.8M
Non-Disc.$0
Employees6
Clients101
DateMar 2012
Total AUM$304.8M
Discretionary$304.8M
Non-Disc.$0
Employees6
Clients101
DateMar 2011
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$406.3M
Discretionary$406.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$391.1M
Discretionary$391.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$360.3M
Discretionary$360.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees5
Clients--