BULLARD MCLEOD & ASSOCIATES INC

ALBANY, New York·4 registered advisors·CRD# 105341
SEC# 801-204330518-694-8400
01

Firm Overview

AUM
$128M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BULLARD MCLEOD & ASSOCIATES INC

4 registered advisors
Barnaby Dexter Bullard
ALBANY, New York
Geoffrey Stratton Bullard
ALBANY, New York
Thessaly Bullard
ALBANY, New York
Timothy Paul Briney
ALBANY, New York
05

Office Locations

ALBANY, New York
4 advisors

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Data sourced from SEC Form ADV filings. BULLARD MCLEOD & ASSOCIATES INC (CRD# 105341) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.