BULMAN WEALTH GROUP - Financial Advisor in California, Roseville

Tel: 916-458-8199 3400 Douglas Blvd. Suite 150 Roseville, California 95661

About BULMAN WEALTH GROUP

BULMAN WEALTH GROUP is a Roseville, California based financial advisory firm with nearly $200,597,015 in assets under management and provides investment advisory services for 1030 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

313552

Firm SEC#:

801-124893

Assets Under Management:

$200,597,015

No. of Clients:

1030

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Other (CO-ADVISOR FEES AND REFERRAL FEES)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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170266

801-79170

1144

$1,376,377,609

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291805

801-113898

1406

$548,304,123

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$204,488,383

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801-113406

318

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359

$181,880,836

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728

$181,677,991

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$161,000,000

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