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BULL STREET ADVISORS
500 Commercial Court
Suite 4
Savannah, Georgia 31406
Tel: 912-441-5185
About BULL STREET ADVISORS
BULL STREET ADVISORS, formally registered with the SEC as BULL STREET ADVISORS. The firm was established in 05/28/2019. They have over 1 offices throughout the country.
BULL STREET ADVISORS is a Savannah, Georgia based Financial Planning firm with nearly $241,459,428 assets under management, offering retirement planning & investment advisory services to 177 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304058 |
| SEC# | 801-116698 |
| Assets Managed by Firm | $241,459,428 |
| No. of Clients | 177 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 177 | $241,459,428 |
| Individuals (other than high net worth individuals) | 42 | $16,156,328 |
| High net worth individuals | 55 | $187,396,059 |
| Pension and profit sharing plans | 3 | $6,867,290 |
| Charitable organizations | 4 | $1,099,846 |
| Corporations or other businesses | 3 | $29,939,905 |
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