Fulcrum Strategy, LLC is a mid-sized advisory firm based in Manhattan Beach. It manages $35 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009.
Fulcrum Strategy provides portfolio management for pooled investment vehicles. 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 Fulcrum Strategy, LLC is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% 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 Strategy, LLC for their services and products based on a percentage of assets under management 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.
Albert Grinsfelder Lowenthal has been acting as President since 1 Jan 2009. Joshua Scott Zuckerwise joined the executive team most recently as the Cfo, Coo, Cco.
The principal office where Fulcrum Strategy, LLC performs its advisory services is located at 1230 Rosecrans Avenue, Suite 660, Manhattan Beach, CA 90266, 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 310-643-9100 or by fax 310-643-9113. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.