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Building 2BULMAN WEALTH GROUP

Map pinROSEVILLE, CA
Phone916-458-8199
NotebookSEC #801-124893
Total AUM
$283M
Employees
15
Clients
556

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 DOUGLAS BLVD.
SUITE 200
ROSEVILLE
CA 95661
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
916-458-8199
Other Offices
1

ReceiptFinancials

Total AUM
$283M
Accounts
1,143
Discretionary
$283M
Accounts
1,143
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
477
AUM
$133.1M
HNW Individual Clients
78
AUM
$149.5M
Pension/Profit Sharing Plan Clients
1
AUM
$425.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CO-ADVISOR FEES AND REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDNVPATNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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