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BULMAN WEALTH GROUP
3400 Douglas Blvd.
Suite 150
Roseville, California 95661
Tel: 916-458-8199
About BULMAN WEALTH GROUP
BULMAN WEALTH GROUP, formally registered with the SEC as BULMAN WEALTH GROUP. The firm was established in 05/04/2022. They have over 2 offices throughout the country.
BULMAN WEALTH GROUP is a Roseville, California based Financial Planning firm with nearly $200,597,015 assets under management, offering retirement planning & investment advisory services to 1030 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313552 |
| SEC# | 801-124893 |
| Assets Managed by Firm | $200,597,015 |
| No. of Clients | 1030 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CO-ADVISOR FEES AND REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1030 | $200,597,015 |
| Individuals (other than high net worth individuals) | 454 | $160,504,161 |
| High net worth individuals | 13 | $39,811,124 |
| Pension and profit sharing plans | 1 | $281,730 |
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|---|---|---|---|
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