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Building 2BULL STREET ADVISORS

Map pinSAVANNAH, GA
Phone912-441-5185
NotebookSEC #801-116698
Total AUM
$271.9M
Employees
1
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 COMMERCIAL COURT
SUITE 4
SAVANNAH
GA 31406
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
912-441-5185

ReceiptFinancials

Total AUM
$271.9M
Accounts
197
Discretionary
$271.9M
Accounts
197
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$13.1M
HNW Individual Clients
58
AUM
$211M
Pension/Profit Sharing Plan Clients
4
AUM
$10M
Charitable Organization Clients
4
AUM
$1.1M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
3
AUM
$36.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALGANYPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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