September 24, 2017 10:19 AM ET

Professional Services

Company Overview of Fulcrum Partners, LLC

Company Overview

Fulcrum Partners, LLC designs, administrates, and finances executive compensation, benefit, and wealth creation strategies. It offers senior executive benefits consulting, compensation strategy and consulting, benefit and benefit financing consulting, executive wealth management, and investment advisory services. Additionally, the firm provides benefit coordination, design, and implementation; compensation and benefit accounting; asset allocation advisory; wealth transfer strategizing; and actuarial services. Fulcrum Partners, LLC is based in Ponte Vedra Beach, Florida with an additional office in Orlando, Florida.

814 A1A North

Suite 307

Ponte Vedra Beach, FL 32082

United States

Phone:

904-296-2563

Key Executives for Fulcrum Partners, LLC

Managing Director
Managing Director
Managing Director
Compensation as of Fiscal Year 2017.

Fulcrum Partners, LLC Key Developments

Fulcrum Partners Names Monte Harrick as a Managing Director

Fulcrum Partners, LLC announced that Monte Harrick has joined the company as a Managing Director. Harrick will be part of the Fulcrum Partners Los Angeles office, which was established in 2011 by Managing Director Phillip L. Currie, Jr. The company views the addition of Harrick as a critical step in its strategic west coast development plan. This growth initiative began in 2016 with personnel expansion and has included the opening of the new Fulcrum Partners office in Newport Beach, California, earlier this year.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
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