Overview
Assets Under Management: $241 million
Headquarters: SAVANNAH, GA
High-Net-Worth Clients: 54
Average Client Assets: $4 million
Frequently Asked Questions
BULL STREET ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304058), BULL STREET ADVISORS, LLC is subject to fiduciary duty under federal law.
BULL STREET ADVISORS, LLC is headquartered in SAVANNAH, GA.
BULL STREET ADVISORS, LLC serves 54 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, BULL STREET ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BULL STREET ADVISORS, LLC manages $241 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, BULL STREET ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.06
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 177
Discretionary Accounts: 177
Regulatory Filings
CRD Number: 304058
Last Filing Date: 2024-03-12 00:00:00
Website: https://gmail.com