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.
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 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.
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.
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.
You can reach the main office by calling the phone number 312-236-2233 or by fax 312-236-2205. The normal business hours are 9am - 5pm on Monday - Friday.