BEESE, FULMER INVESTMENT MANAGEMENT, INC.

BEESE FULMER PRIVATE WEALTH MANAGEMENT
CANTON, Ohio·7 registered advisors·CRD# 109882
SEC# 801-154850330-454-6555
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at BEESE, FULMER INVESTMENT MANAGEMENT, INC.

7 registered advisors
Dennis Scott Fulmer
CANTON, Ohio
Karen R. Brown
CANTON, Ohio
Lynn Scott Hamilton
CANTON, Ohio
Marvin L Laughlin
CANTON, Ohio
Nicholas Traffley Perini
CANTON, Ohio
Ryan Thomas Fulmer
CANTON, Ohio
Stacey Shearer Giammarco
CANTON, Ohio
05

Office Locations

CANTON, Ohio
7 advisors

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Data sourced from SEC Form ADV filings. BEESE, FULMER INVESTMENT MANAGEMENT, INC. (CRD# 109882) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.