Overview
Assets Under Management: $192 million
Headquarters: CINCINNCIATI, OH
High-Net-Worth Clients: 81
Average Client Assets: $903,019
Frequently Asked Questions
BULLSEYE INVESTMENT MANAGEMENT, 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 #145158), BULLSEYE INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BULLSEYE INVESTMENT MANAGEMENT, LLC is headquartered in CINCINNCIATI, OH.
BULLSEYE INVESTMENT MANAGEMENT, LLC serves 81 high-net-worth clients according to their SEC filing dated April 30, 2025. View client details ↓
According to their SEC Form ADV, BULLSEYE INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
BULLSEYE INVESTMENT MANAGEMENT, LLC manages $192 million in client assets according to their SEC filing dated April 30, 2025.
According to their SEC Form ADV, BULLSEYE INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.13
Average High-Net-Worth Client Assets: $903,019
Total Client Accounts: 1,561
Discretionary Accounts: 1,559
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 145158
Filing ID: 1985906
Last Filing Date: 2025-04-30 14:29:00
Website: https://bullseyeinv.com