Unclaimed Profile

David Michael Potter

FULLER & THALER ASSET MANAGEMENT INC·SAN MATEO, California

Clean recordFULLER & THALER ASSET MANAGEMENT INC

411 BOREL AVENUE, SAN MATEO, CA 94402CRD# 4426308Firm CRD# 107033

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Michael Potter · SAN MATEO, CA

Registration

CRD #4426308 · FULLER & THALER ASSET MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Michael Potter is a registered financial advisor based in SAN MATEO, California, affiliated with FULLER & THALER ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FULLER & THALER ASSET MANAGEMENT INC

AUM

$20.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FULLER & THALER ASSET MANAGEMENT INC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4426308

Firm CRD# 107033

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Michael Potter offer?

David Michael Potter specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN MATEO, California for a consultation.

What are David Michael Potter's credentials?

David Michael Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Potter located?

David Michael Potter is based in SAN MATEO, California, working with FULLER & THALER ASSET MANAGEMENT INC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does David Michael Potter charge for services?

David Michael Potter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FULLER & THALER ASSET MANAGEMENT INC?

FULLER & THALER ASSET MANAGEMENT INC has approximately 27 employees and manages $20.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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