500 Commercial Court
Suite 4
Savannah, Georgia 31406
Tel: 912-441-5185
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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