FULLEN FINANCIAL GROUP, INC.
CRD #135065 SEC #801-110768 COLUMBUS, OH 614-372-5430
SEC Registered
Total AUM
$282M
Discretionary
$282M
Employees
6
Clients
11
Accounts
789
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $282M | $282M | $0 | 6 | 2 |
| Apr 2023 | $211.5M | $211.5M | $0 | 6 | 2 |
| Mar 2023 | $211.5M | $211.5M | $0 | 6 | 2 |
| Feb 2022 | $236.1M | $236.1M | $0 | 5 | 1 |
| Apr 2021 | $195.4M | $195.4M | $0 | 5 | 1 |
| Oct 2020 | $165.4M | $165.4M | $0 | 5 | 1 |
| Jul 2020 | $165.4M | $165.4M | $0 | 5 | 1 |
| Jul 2020 | $165.4M | $165.4M | $0 | 5 | 1 |
| Jul 2020 | $165.4M | $165.4M | $0 | 5 | 1 |
| Jun 2020 | $165.4M | $165.4M | $0 | 5 | 1 |
| Jun 2020 | $165.4M | $165.4M | $0 | 5 | 1 |
| Mar 2020 | $165.4M | $165.4M | $0 | 5 | 1 |
| Mar 2020 | $165.4M | $165.4M | $0 | 5 | 1 |
| Aug 2019 | $128.3M | $128.3M | $0 | 5 | 1 |
| Mar 2019 | $128.3M | $128.3M | $0 | 4 | 1 |
| Mar 2018 | $128.4M | $127.2M | $1.2M | 4 | 3 |
| Jun 2017 | $114.4M | $114.4M | $0 | 3 | 26 |
| Feb 2012 | $42.2M | $42.2M | $0 | 1 | 26 |
| Mar 2010 | $31.1M | $31.1M | $0 | 5 | -- |
| Oct 2009 | $29.4M | $29.4M | $0 | 5 | -- |
DateMar 2024
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees6
Clients2
DateApr 2023
Total AUM$211.5M
Discretionary$211.5M
Non-Disc.$0
Employees6
Clients2
DateMar 2023
Total AUM$211.5M
Discretionary$211.5M
Non-Disc.$0
Employees6
Clients2
DateFeb 2022
Total AUM$236.1M
Discretionary$236.1M
Non-Disc.$0
Employees5
Clients1
DateApr 2021
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees5
Clients1
DateOct 2020
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees5
Clients1
DateJul 2020
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees5
Clients1
DateJul 2020
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees5
Clients1
DateJul 2020
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees5
Clients1
DateJun 2020
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees5
Clients1
DateJun 2020
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees5
Clients1
DateMar 2020
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees5
Clients1
DateMar 2020
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees5
Clients1
DateAug 2019
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees5
Clients1
DateMar 2019
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2018
Total AUM$128.4M
Discretionary$127.2M
Non-Disc.$1.2M
Employees4
Clients3
DateJun 2017
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees3
Clients26
DateFeb 2012
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--