Fulcrum Capital is a 100% independently owned, wealth management firm founded in 2007. Fulcrum works with Foundations, Endowments and Individuals seeking investments in high-quality sustainable companies that align with their values. Fulcrum’s boutique size allows them to be nimble and flexible with their investment strategies, and proactive and responsive with their clients. Fulcrum’s five investment professionals average over 30+ years of experience. With four MBA degrees, two CFA designations, one ChFC charter holder, and one CFP designation Fulcrum is well credentialed to manage and grow their client’s wealth.
View Top Employees from Fulcrum Capital| Website | http://www.fulcrumcapllc.com |
| Revenue | $1 million |
| Funding | $150000 |
| Employees | 14 (8 on RocketReach) |
| Founded | 2007 |
| Address | 1111 Third Avenue Suite 1880, Seattle, Washington 98101, US |
| Phone | (206) 223-9790 |
| Technologies |
JavaScript,
HTML,
Twitter
+11 more
(view full list)
|
| Industry | Investment Management, Finance General, Wealth Management, Finance, Investment, Sustainable, Managed Account |
| Web Rank | 15 Million |
| Keywords | Fulcrum Capital, Blue Background, Michelle Mathieu |
| SIC | SIC Code 621 Companies, SIC Code 6211 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular Fulcrum Capital employee's phone or email?
Fulcrum Capital Questions
The Fulcrum Capital annual revenue was $1 million in 2024.
Brander Richmond is the Director of Research and Portfolio Manager of Fulcrum Capital.
8 people are employed at Fulcrum Capital.
Fulcrum Capital is based in Seattle, Washington.
The NAICS codes for Fulcrum Capital are [523, 5239, 52, 52393].
The SIC codes for Fulcrum Capital are [621, 6211, 62].
Top Fulcrum Capital Employees
-
23
-
41
-
22
-
22
-
1
-
View
Jeremy Williamson
Associate Financial Advisor at Fulcrum Capital
Seattle, Washington, United States34
Related Companies
