Fulcrum Equity Management is an investment advisor.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464482572
SEC advisor number
801-79524
FINRA CRD number
159099
AUM ?
$185.93 mm
(as of 29 Mar 24)
Accounts
851
(as of 29 Mar 24)
Employees
4
(3 investment advisory or research)
Address
Fulcrum Equity Management
5700 GRANITE PARKWAY
SUITE 200
PLANO
TX 75024
5700 GRANITE PARKWAY
SUITE 200
PLANO
TX 75024
Phone
8883046942
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23