|
⚲
|
| Full Financial Inc
✚
|
|
|---|---|
| CRD # | 330574 |
| SEC # | 801-129858 |
| CIK # | 0001779124 |
| AUM | $290.0 M (2026-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 800871 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 73.0 |
| (b) Individuals (high net worth individuals) | 54 | 185.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 27.5 |
| (h) Charitable organizations | 0 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 719 | 290.0 |
| By Discretionary | ||
| Discretionary | 714 | 262.4 |
| Non-Discretionary | 5 | 27.6 |
| Total | 719 | 290.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 289.9 | |
| Total | 719 | 290.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001779124] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TPG Advisors LLC
✚
|
IL | 0.3 |
|
Avalon Advisory Group LLC
✚
|
PA | 0.3 |
|
Legacy Wealth Management Group Inc
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|
VA | 0.3 |
|
Pomona Wealth Management LLC
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|
0.3 | |
|
Orser Capital Management LLC
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|
TX | 0.3 |
|
Hiley Hunt Wealth Management Inc
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|
NE | 0.3 |
|
Grant Koehler & Levin Ltd
✚
|
0.3 | |
|
Guardian Wealth Management Inc
✚
|
IL | 0.3 |
|
Greenhouse Wealth Management LLC
✚
|
CT | 0.3 |
|
Philip Vongontard CFA LLC
✚
|
MO | 0.3 |