Overview
Assets Under Management: $135 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 38
Average Client Assets: $2.6 million
Frequently Asked Questions
BULLARD MCLEOD & ASSOCIATES INC 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 #105341), BULLARD MCLEOD & ASSOCIATES INC is subject to fiduciary duty under federal law.
BULLARD MCLEOD & ASSOCIATES INC is headquartered in ALBANY, NY.
BULLARD MCLEOD & ASSOCIATES INC serves 38 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, BULLARD MCLEOD & ASSOCIATES INC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
BULLARD MCLEOD & ASSOCIATES INC manages $135 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, BULLARD MCLEOD & ASSOCIATES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.29%
Average Client Assets: $2.6 million
Total Client Accounts: 436
Discretionary Accounts: 436
Regulatory Filings
CRD Number: 105341
Filing ID: 1172864
Last Filing Date: 2018-03-26 17:52:00