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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 $110,780,327 assets under management, offering retirement planning & investment advisory services to 925 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313552 |
| SEC# | 801-124893 |
| Assets Managed by Firm | $110,780,327 |
| No. of Clients | 925 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(CO-ADVISOR FEES AND REFERRAL FEES)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 925 | $110,780,327 |
| Individuals (other than high net worth individuals) | 462 | $70,060,059 |
| High net worth individuals | 23 | $40,720,268 |
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|---|---|---|---|
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| $2,406,691,634,676 | 481 | 754 | |
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| $322,933,193,102 | 762 | 295 |
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