Beese, Fulmer Investment Management, Inc.
● SEC registered since 1980CRD 109882SEC# 801-15485Canton, OH
Reg. AUM
$2.06B
Employees
14
Accounts
2,044
Location
Canton, OH
Beese, Fulmer Investment Management, Inc. assets under management
Beese, Fulmer Investment Management, Inc. operates as an SEC-registered investment adviser based in Canton, OH. The firm has been registered since 1980. It reports $2.1 billion in regulatory assets under management and employs 14 people.
Beese, Fulmer Investment Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Scott Fulmer Control | Chairman | 25-50% | 2019 |
| Nicholas Traffley Perini Control | Vice President, Secretary And Chief Compliance Officer | 25-50% | 2019 |
| Ryan Thomas Fulmer Control | President And Treasurer | 25-50% | 2019 |
Frequently asked questions
How much does Beese, Fulmer Investment Management, Inc. manage?
Beese, Fulmer Investment Management, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Beese, Fulmer Investment Management, Inc. have?
Beese, Fulmer Investment Management, Inc. reports 14 employees.
Where is Beese, Fulmer Investment Management, Inc. located?
Beese, Fulmer Investment Management, Inc. is based in Canton, OH and has been SEC-registered since 1980.
Does Beese, Fulmer Investment Management, Inc. disclose fund performance?
Beese, Fulmer Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4334 Munson Street NW, Suite 102, Canton, OH 44718 |
| Phone | 330-454-6555 |
| Fax | 330-639-4298 |
| Office hours | 7:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.06B▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$2.06Bregulatory AUM
Discretionary $2.05BNon-discretionary $5.1M