Fulk Robert Inc (Chicago)

Fulk Robert Inc is a large advisory firm based in Chicago. It manages $85.65 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Fulk Robert provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fulk Robert: assets under management

The assets under management (AUM) of Fulk Robert Inc is $85.65 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.71 million in discretionary accounts and $34.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.03 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $34.95 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fulk Robert Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fulk Robert Inc

Robert William Fulk has been acting as President since 1 Jul 1975. Marcia Diane Coffman joined the executive team most recently as the Corporate Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert William Fulk	President	1 Jul 1975	75% - 100%	4368063
Marcia Diane Coffman	Corporate secretary	1 Jan 1992	Other	4368067

Based in Chicago

The principal office where Fulk Robert Inc performs its advisory services is located at 150 S Wacker Drive Suite 740, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.