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Building 2BULLARD MCLEOD & ASSOCIATES INC

Map pinALBANY, NY
Phone518-694-8400
NotebookSEC #801-20433
Total AUM
$128.3M
Employees
4
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
194 WASHINGTON AVENUE, SUITE 520
ALBANY
NY 12210-2314
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
518-694-8400

ReceiptFinancials

Total AUM
$128.3M
Accounts
426
Discretionary
$128.3M
Accounts
426
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
72
AUM
$36.6M
HNW Individual Clients
37
AUM
$87.7M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
3
AUM
$4M
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
2
AUM
$168

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYTX

HandshakeAffiliates

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

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