AdvisorOS Directory
Claim Profile
PB

Paul Elliott Bullock

BULLOCK WEALTH MANAGEMENT GROUP INC.·BLOOMINGTON, Indiana
Unclaimed Profile
121 E. 6TH STREET, BLOOMINGTON, IN 47408CRD# 1966948Firm CRD# 283853
01

About

Paul Elliott Bullock is a registered financial advisor based in BLOOMINGTON, Indiana, affiliated with BULLOCK WEALTH MANAGEMENT GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BULLOCK WEALTH MANAGEMENT GROUP INC.
WELLINGTON INVESTMENT ADVISORS
AUM
$187M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BULLOCK WEALTH MANAGEMENT GROUP INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1966948
Firm CRD# 283853
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BLOOMINGTON?

Browse all registered financial advisors in BLOOMINGTON, Indiana or claim this profile if it's yours.

Browse BLOOMINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul Elliott Bullock offer?
Paul Elliott Bullock specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BLOOMINGTON, Indiana for a consultation.
What are Paul Elliott Bullock's credentials?
Paul Elliott Bullock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Elliott Bullock located?
Paul Elliott Bullock is based in BLOOMINGTON, Indiana, working with BULLOCK WEALTH MANAGEMENT GROUP INC.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Paul Elliott Bullock charge for services?
Paul Elliott Bullock's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BULLOCK WEALTH MANAGEMENT GROUP INC.?
BULLOCK WEALTH MANAGEMENT GROUP INC. has approximately 7 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BLOOMINGTON
David Keith Hays — COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.Eric Quinten Giesler — COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.Daniel Lee Hays — COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.Rodney Lee Holloway — COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.John Charles Hurlow — HURLOW WEALTH MANAGEMENT GROUP, INC.
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile