Fulcrum Financial Group
Financial Services • 
Spokane, Washington, United States • 1-10 Employees
Company overview
| Headquarters | 1403 S. Grand Blvd, Suite 201N, Spokane, WA 99203, US |
| Phone number | +15097472075 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Retirement Planning, Divorce Planning, Our Advisors Offer: Wealth Management, Women'S Financial Needs |
| Employees | 1-10 |
| Socials |
Key Contact at Fulcrum Financial Group
Sarah Carlson At Fulcrum Financial Group
Founder, Financial Life Manager
Fulcrum Financial Group Email Formats
Fulcrum Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@fulcrumfinancialgroup.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@fulcrumfinancialgroup.com | 66.7% |
{first name}{last name} | johndoe@fulcrumfinancialgroup.com | 33.3% |
About Fulcrum Financial Group
STRATEGIES FOR FINANCIAL BALANCE Fulcrum Financial Group provides strategic, comprehensive guidance responding to clients' needs within an atmosphere of mutual trust. We are dedicated to becoming our clients' trusted long-term partner—helping them navigate complex financial situations, prepare for the unexpected, and, ultimately, retire on their own terms. For a list of states in which we are registered to do business, please visit www.fulcrumfinancialgroup.com. Awards & Recognition Forbes Best-In-State Wealth Advisors 2019, 2020, 2021, 2023, 2024 Forbes Top Women Wealth Advisors 2019, 2020, 2022, 2023, 2024 AdvisorHub Advisors to Watch 2023 Women in Business Leadership Award 2022 Learn more here: https://fulcrumfinancialgroup.com/about/awards Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. ABOUT LPL FINANCIAL Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals. For more information about LPL Financial visit www.lpl.com
Fulcrum Financial Group revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Fulcrum Financial Group has never raised funding before.
Fulcrum Financial Group Tech Stack
Discover the technologies and tools that power Fulcrum Financial Group's digital infrastructure, from frameworks to analytics platforms.
CDN
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Programming languages
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Miscellaneous
Analytics
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Analytics
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Portugal
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Switzerland
Canada
Frequently asked questions
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