Fulcrum Wealth Advisors Overview
- Type
-
Investment Advisor
- Founded
-
2013
- Professionals
-
3
- AUM
-
000.0
Fulcrum Wealth Advisors General Information
Description
Fulcrum Wealth Advisors is an investment advisor based in Bellevue, Washington. Established in 2013, the firm provides financial planning and investment advisory services. It serves high-net-worth families, individuals, family foundations and not-for-profit organizations. The assets of the firm are managed by the executive management team.
Contact Information
Website
www.fulcrumwa.com
Year Founded
2013
Open To Secondaries
0000
Open To First Time Founds
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Institution Type
Investment Advisor
Primary Contact
0000000 0000
Title
Co-Founder & Chief Investment Officer
Email
0000000.0000@000000000.000
Phone
+0 (000) 000-0000
Primary Office
- 10940 North East 33rd Place
- Suite 210
- Bellevue, WA 98004
- United States
+1 (877) 000-0000
Fulcrum Wealth Advisors Commitment Analytics
Commitments by Fund Type
Commitments by Region
Fulcrum Wealth Advisors Investment Allocations
-
Target PE:Current PE:42.00 % Actual
-
Target Real Estate:Real Estate:42.00 % Actual
-
Target Equities:Current Equities:
-
Target Fixed Income:Fixed Income:
-
Target Cash:Current Cash:
Fulcrum Wealth Advisors Team (4)
| Name | Title | Office |
|---|---|---|
| James Falcone | Co-Founder & Managing Director | Bellevue, WA |
| Michael Rose | Co-Founder & Chief Investment Officer | Bellevue, WA |
| Jonathan Bever | Head of Research, Director of Investments & Financial Advisor | Bellevue, WA |