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FULCRUM ADVISORY SERVICES, LLC
FULCRUM ADVISORY SERVICES, LLC
ST. LOUIS, Missouri
·
4 registered advisors
·
CRD# 131777
SEC# 801-65303
314-336-3111
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at FULCRUM ADVISORY SERVICES, LLC
4 registered advisors
Cynthia Dawn Lyons
ST. LOUIS, Missouri
CRD# 1722606
Donald Christopher Megliola
ST. LOUIS, Missouri
CRD# 3011458
Lindsay Marie Dutrow
ST. LOUIS, Missouri
CRD# 4437490
William Paul Behrens
ST. LOUIS, Missouri
CRD# 16999
05
Office Locations
ST. LOUIS, Missouri
4 advisors
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Data sourced from SEC Form ADV filings. FULCRUM ADVISORY SERVICES, LLC (CRD# 131777) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.