BULLTICK WEALTH MANAGEMENT, LLC
Miami, Florida
3.0
4 Reviews
Bulltick Wealth Management, LLC, headquartered in Miami, FL, is a prominent local investment advisory firm catering to a diverse clientele. With an impressive portfolio, they manage assets worth over $1,658,843,000 on behalf of more than 60 individual clients. Bulltick operates from two offices, ensuring efficient service delivery and accessibility.
Specializing in discretionary asset management, Bulltick predominantly serves high net worth individuals, providing comprehensive investment solutions tailored to their unique financial goals. The firm's compensation structure encompasses various approaches, including a percentage of ...
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Assets Under Mgmt
$1.66B
Investment Professionals
20
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other: INVESTMENT CONSULTING SERVICES
Disclosures
SEC or CFTC imposed civil money penalty or cease and desist from an activity
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