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Kathryn Mitchell Lingenfelter

FULLER & THALER ASSET MANAGEMENT INC·SAN MATEO, California
Clean recordFULLER & THALER ASSET MANAGEMENT INC
411 BOREL AVENUE, SAN MATEO, CA 94402CRD# 5414508Firm CRD# 107033

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Mitchell Lingenfelter · SAN MATEO, CA
Registration
CRD #5414508 · FULLER & THALER ASSET MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kathryn Mitchell Lingenfelter 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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FULLER & THALER ASSET MANAGEMENT INC
FULLER & THALER ASSET MANAGEMENT INC
AUM
$20.4B
Regulatory assets under management
Employees
27
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5414508
Firm CRD# 107033
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathryn Mitchell Lingenfelter offer?
Kathryn Mitchell Lingenfelter specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN MATEO, California for a consultation.
What are Kathryn Mitchell Lingenfelter's credentials?
Kathryn Mitchell Lingenfelter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Mitchell Lingenfelter located?
Kathryn Mitchell Lingenfelter 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 Kathryn Mitchell Lingenfelter charge for services?
Kathryn Mitchell Lingenfelter'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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Other Advisors at FULLER & THALER ASSET MANAGEMENT INC

George Edward Stubbins
SAN MATEO, CA
Anne Mitchell Fuller
SAN MATEO, CA
Daniel Kahneman
SAN MATEO, CA
David Michael Potter
SAN MATEO, CA
Fernando Villegas
SAN MATEO, CA
Hanna Woo Zanoni
SAN MATEO, CA

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Research
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