HTTP://WWW.WFGKINGWOOD.COM/ PLANO, TX How do I update this listing?

Fulcrum Equity Management is based out of Plano. Fulcrum Equity Management is a large advisory firm with 1166 clients and discretionary assets under management (AUM) of $269,601,613 (Form ADV from 2019-01-23). Their last reported 13F filing for Q4 2018 included $272,684,000 in managed 13F securities and a top 10 holdings concentration of 90.17%. Fulcrum Equity Management's largest holding is iShares 7-10 Year Treasury Bond ETF with shares held of 1,389,730. Whalewisdom has at least 1 13F filings

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record



Business Phone: 214-317-4293
Fax: 214-296-9353
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 1166
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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