Fulcrum Advisory Services, Inc. is a large advisory firm based in St. Louis. It manages $115.6 million of regulatory assets for 528 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Arizona, California, and 35 other states.
Fulcrum Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fulcrum Advisory Services, Inc. is $115.6 million. The firm's AUM has grown by 122% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fulcrum Advisory Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. 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.
Eugene Whitney Harris has been acting as President since 1 Jan 2009. Donald Christopher Megliola joined the executive team most recently as the President.
The principal office where Fulcrum Advisory Services, Inc. performs its advisory services is located at 555 Maryville University Drive, St. Louis, MO 63141, which is also the mailing address of the firm. An additional office of the firm is in Reston, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-336-3120 or by fax 314-336-3141. The normal business hours are 9 am to 5 pm est on Monday - Friday.