FULCRUM ADVISORY SERVICES, LLC
CRD #131777 SEC #801-65303 ST. LOUIS, MO 314-336-3111
SEC Registered
Total AUM
$24.9M
Discretionary
$24.9M
Employees
11
Clients
1
Accounts
102
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2015 | $24.9M | $24.9M | $0 | 11 | 300 |
| Mar 2015 | $24.9M | $24.9M | $0 | 11 | 300 |
| Mar 2015 | $160.3M | $21.4M | $138.9M | 17 | 300 |
| Sep 2014 | $160.3M | $21.4M | $138.9M | 17 | 300 |
| Apr 2014 | $160.3M | $21.4M | $138.9M | 17 | 300 |
| Jan 2014 | $236.8M | $37M | $199.8M | 24 | 300 |
| Apr 2013 | $236.8M | $37M | $199.8M | 24 | 300 |
| Aug 2012 | $191.2M | $27.6M | $163.5M | 11 | 300 |
| Jun 2012 | $191.2M | $27.6M | $163.5M | 11 | 300 |
| Mar 2012 | $191.2M | $27.6M | $163.5M | 11 | 300 |
| Jul 2011 | $167.9M | $20.3M | $147.6M | -- | -- |
| Mar 2011 | $167.9M | $20.3M | $147.6M | -- | -- |
| Feb 2011 | $115.6M | $28.9M | $86.7M | -- | -- |
| Jan 2011 | $115.6M | $28.9M | $86.7M | -- | -- |
| Jan 2011 | $115.6M | $28.9M | $86.7M | -- | -- |
| Aug 2010 | $115.6M | $28.9M | $86.7M | -- | -- |
| Jun 2010 | $115.6M | $28.9M | $86.7M | -- | -- |
| May 2010 | $115.6M | $28.9M | $86.7M | -- | -- |
| Jan 2010 | $101M | $21.5M | $79.5M | -- | -- |
| Oct 2009 | $101M | $21.5M | $79.5M | -- | -- |
| Mar 2009 | $52.1M | $1.5M | $50.5M | -- | -- |
| Mar 2008 | $45M | $0 | $45M | -- | -- |
| Jan 2008 | $45M | $0 | $45M | -- | -- |
| Sep 2007 | $45M | $0 | $45M | -- | -- |
| Aug 2007 | $45M | $0 | $45M | -- | -- |
| Aug 2007 | $45M | $0 | $45M | -- | -- |
| Apr 2007 | $45M | $0 | $45M | -- | -- |
| Mar 2007 | $45M | $0 | $45M | -- | -- |
| Mar 2007 | $40M | $0 | $40M | 5 | -- |
| Dec 2006 | $40M | $0 | $40M | 5 | -- |
| Feb 2006 | $40M | $0 | $40M | 5 | -- |
| Dec 2005 | $40M | $0 | $40M | 5 | -- |
DateDec 2015
Total AUM$24.9M
Discretionary$24.9M
Non-Disc.$0
Employees11
Clients300
DateMar 2015
Total AUM$24.9M
Discretionary$24.9M
Non-Disc.$0
Employees11
Clients300
DateMar 2015
Total AUM$160.3M
Discretionary$21.4M
Non-Disc.$138.9M
Employees17
Clients300
DateSep 2014
Total AUM$160.3M
Discretionary$21.4M
Non-Disc.$138.9M
Employees17
Clients300
DateApr 2014
Total AUM$160.3M
Discretionary$21.4M
Non-Disc.$138.9M
Employees17
Clients300
DateJan 2014
Total AUM$236.8M
Discretionary$37M
Non-Disc.$199.8M
Employees24
Clients300
DateApr 2013
Total AUM$236.8M
Discretionary$37M
Non-Disc.$199.8M
Employees24
Clients300
DateAug 2012
Total AUM$191.2M
Discretionary$27.6M
Non-Disc.$163.5M
Employees11
Clients300
DateJun 2012
Total AUM$191.2M
Discretionary$27.6M
Non-Disc.$163.5M
Employees11
Clients300
DateMar 2012
Total AUM$191.2M
Discretionary$27.6M
Non-Disc.$163.5M
Employees11
Clients300
DateJul 2011
Total AUM$167.9M
Discretionary$20.3M
Non-Disc.$147.6M
Employees--
Clients--
DateMar 2011
Total AUM$167.9M
Discretionary$20.3M
Non-Disc.$147.6M
Employees--
Clients--
DateFeb 2011
Total AUM$115.6M
Discretionary$28.9M
Non-Disc.$86.7M
Employees--
Clients--
DateJan 2011
Total AUM$115.6M
Discretionary$28.9M
Non-Disc.$86.7M
Employees--
Clients--
DateJan 2011
Total AUM$115.6M
Discretionary$28.9M
Non-Disc.$86.7M
Employees--
Clients--
DateAug 2010
Total AUM$115.6M
Discretionary$28.9M
Non-Disc.$86.7M
Employees--
Clients--
DateJun 2010
Total AUM$115.6M
Discretionary$28.9M
Non-Disc.$86.7M
Employees--
Clients--
DateMay 2010
Total AUM$115.6M
Discretionary$28.9M
Non-Disc.$86.7M
Employees--
Clients--
DateJan 2010
Total AUM$101M
Discretionary$21.5M
Non-Disc.$79.5M
Employees--
Clients--
DateOct 2009
Total AUM$101M
Discretionary$21.5M
Non-Disc.$79.5M
Employees--
Clients--
DateMar 2009
Total AUM$52.1M
Discretionary$1.5M
Non-Disc.$50.5M
Employees--
Clients--
DateMar 2008
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees--
Clients--
DateJan 2008
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees--
Clients--
DateSep 2007
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees--
Clients--
DateAug 2007
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees--
Clients--
DateAug 2007
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees--
Clients--
DateApr 2007
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees--
Clients--
DateMar 2007
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees--
Clients--
DateMar 2007
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateDec 2006
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateFeb 2006
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateDec 2005
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--