Beese Fulmer & Pincoe Inc (Canton)

Beese Fulmer & Pincoe Inc is a large advisory firm based in Canton. It manages $391.06 million of regulatory assets for 342 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Ohio.

Beese Fulmer & Pin provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Beese Fulmer & Pin: assets under management

The assets under management (AUM) of Beese Fulmer & Pincoe Inc is $391.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $391.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beese Fulmer & Pincoe Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Beese Fulmer & Pincoe Inc

William Allen Pincoe has been acting as President since 1 Nov 1982. Dennis Scott Fulmer joined the executive team most recently as the President/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dennis Scott Fulmer	Director/chairman	1 Jul 1980	50% - 75%	4346777
William Allen Pincoe	Director/president/treasurer	1 Nov 1982	50% - 75%	4346779
Marvin L Laughlin	Vice president	1 Feb 1989	Other	724446
Karen Marie Rohrer	Secretary	1 Feb 1996	Other	4346783
Marc Bradley Inboden	Vice president	1 Oct 1998	Other	4346791
Dennis Scott Fulmer	President/treasurer	1 Jan 2004	75% - 100%	4346777

Based in Canton

The principal office where Beese Fulmer & Pincoe Inc performs its advisory services is located at 220 Market Avenue, South, Canton, OH 44702 2177, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.