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BULLTICK WEALTH MANAGEMENT, LLC
BULLTICK WEALTH MANAGEMENT, LLC
MIAMI, Florida
·
5 registered advisors
·
CRD# 141588
SEC# 801-69169
7
305-533-1541
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
41
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BULLTICK WEALTH MANAGEMENT, LLC
5 registered advisors
Agustin Toussaint
MIAMI, Florida
CRD# 4644681
Genemarie Bierley Eguilior
MIAMI, Florida
CRD# 2309541
Humberto Banuelos Caamano
MIAMI, Florida
CRD# 5156168
Jeferson M Moreira
MIAMI, Florida
CRD# 5083219
William Albert Herrera
MIAMI, Florida
CRD# 2153052
05
Office Locations
MIAMI, Florida
5 advisors
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Data sourced from SEC Form ADV filings. BULLTICK WEALTH MANAGEMENT, LLC (CRD# 141588) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.