Sign in Sign up for free

Fuller Hyland Advisors LLC (Lake Forest)


Fuller Hyland Advisors LLC is a mid-sized advisory firm based in Lake Forest. It manages $55.67 million of regulatory assets for 168 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

Logo

Fuller Hyland Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fuller Hyland Advisors: assets under management

The assets under management (AUM) of Fuller Hyland Advisors LLC is $55.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $331.39 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fuller Hyland Advisors LLC for their services and products based on a percentage of assets under management. 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.

Based in Lake Forest

The principal office where Fuller Hyland Advisors LLC performs its advisory services is located at 550 Oakwood Ave., Lake Forest, IL 60045, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-604-8881 or by fax 847-295-0400. The normal business hours are 8:30am-4:00pm on Monday - Friday. You can find more information about the New York firm at www.fullerhyland.com.


Registered investment advisers similar to Fuller Hyland Advisors LLC