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BULL STREET ADVISORS

500 Commercial Court
Suite 4
Savannah, Georgia 31406
Tel: 912-441-5185

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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 StatusApproved
Firm CRD#304058
SEC#801-116698
Assets Managed by Firm$241,459,428
No. of Clients177
No. of Advisors1

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 ClientsAUM
Firm Total177$241,459,428
Individuals (other than high net worth individuals)42$16,156,328
High net worth individuals55$187,396,059
Pension and profit sharing plans3$6,867,290
Charitable organizations4$1,099,846
Corporations or other businesses3$29,939,905

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