FULLERTON ADVISORS, LLC
CRD #148880 SEC #801-134519 DANVILLE, CA 925-480-7018
SEC Registered
Total AUM
$108.1M
Discretionary
$108.1M
Employees
1
Clients
51
Accounts
263
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Fullerton, Nicholas, C | I | PRINCIPAL, CCO | E | Control |
| Fullerton, Nicholas, C | I | PRINCIPAL, CCO | E | Control |
Registrations
Federal
IA
Dec 4, 2025 REGISTERED
Notice Filings (1)
CA
Address
318 DIABLO ROADSUITE 260
DANVILLE, CA 94526
United States
Phone: 925-480-7018