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FULCRUM EQUITY MANAGEMENT, LLC

Tel: 888-304-6942
5465 Legacy Dr.
Suite 650
Plano, Texas  75024

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FULCRUM EQUITY MANAGEMENT, LLC

FULCRUM EQUITY MANAGEMENT, LLC is a Plano, Texas based financial advisory firm with nearly $185,930,091 in assets under management and provides investment advisory services for 851 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Other (SUB-ADVISORY MANAGEMENT SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

159099

SEC#:

801-79524

No. of Clients:

851

Assets under Management

$185,930,091

No. of Advisors:

4

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