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BULLOCK WEALTH MANAGEMENT GROUP INC.
BULLOCK WEALTH MANAGEMENT GROUP INC.
WELLINGTON INVESTMENT ADVISORS
BLOOMINGTON, Indiana
·
3 registered advisors
·
CRD# 283853
SEC# 801-121578
3
812-333-0874
01
Firm Overview
AUM
$187M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at BULLOCK WEALTH MANAGEMENT GROUP INC.
3 registered advisors
Emily Lillian Bray
BLOOMINGTON, Indiana
CRD# 6357469
Katrina Bullock
BLOOMINGTON, Indiana
CRD# 7485248
Paul Elliott Bullock
BLOOMINGTON, Indiana
CRD# 1966948
05
Office Locations
BLOOMINGTON, Indiana
3 advisors
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Data sourced from SEC Form ADV filings. BULLOCK WEALTH MANAGEMENT GROUP INC. (CRD# 283853) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.