Company profile
Fulcrum Capital
Values-based. Results-driven.
- Industry
- Investment Management
- Employees
- 12
- Headquarters
- Seattle, WA
- Founded
- 2007
- LinkedIn followers
- 1,440
- Office locations
- 1
Fulcrum Capital company summary
Fulcrum Capital is a company in the Investment Management industry, headquartered in Seattle, WA, founded in 2007. On LinkedIn the company has around 12 employees and 1,440 followers. Its listed specialties include Wealth Management, Investment, Sustainable, Managed Account.
What technology does Fulcrum Capital use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Fulcrum Capital
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.
Specialties
Where is Fulcrum Capital located?
Fulcrum Capital lists 1 location.
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Frequently asked questions about Fulcrum Capital
What does Fulcrum Capital do?
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.
How many employees does Fulcrum Capital have?
Fulcrum Capital has around 12 employees on LinkedIn.
Where is Fulcrum Capital headquartered?
Fulcrum Capital is headquartered in Seattle, WA.
When was Fulcrum Capital founded?
Fulcrum Capital was founded in 2007.
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