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FULLEN FINANCIAL GROUP, INC.

COLUMBUS, OH · CRD 135065 · IAPD ↗ · fullenfinancial.com · 614-372-5430

$282.0MRegulatory AUM
4Advisory reps
6Employees
2Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2024 — FULLEN FINANCIAL GROUP, INC. (COLUMBUS, OH) left the SEC roster (was $282.0M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
64
April 2024 — FULLEN FINANCIAL GROUP, INC. reported RAUM up 33% ($211.5M -> $282.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.