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BEESE, FULMER INVESTMENT MANAGEMENT, INC.

dba BEESE FULMER PRIVATE WEALTH MANAGEMENT · CRD 109882 · Registered Investment Adviser

BEESE, FULMER INVESTMENT MANAGEMENT, INC. is a Registered Investment Adviser headquartered in CANTON, OH. The firm reports $2,057,349,812 in regulatory assets under management across 2,044 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$2,052,214,400
Non-discretionary$5,135,412
Total RAUM$2,057,349,812
Accounts2,044

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 109882. adviserinfo.sec.gov/firm/summary/109882.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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