BUELLESFELD FINANCIAL SERVICES, INC.

Overview

Buellesfeld Financial Services, Inc. is a small, client-focused advisory firm that concentrates on portfolio management for individuals, small businesses and institutional/business clients. The firm operates on a fee model tied to a percentage of assets under management and reports that all client assets are managed on a discretionary basis. Its registered business activity includes accounting, which suggests integrated tax and accounting support alongside investment advice. Investment activity shows a conservative posture in practice: cash and cash equivalents represent the single largest asset type on the books, but the firm also allocates to liquid mutual funds and third-party alternative funds. The client base is individual and family oriented, and the organization is owned by an individual rather than a larger corporate or institutional owner. Buellesfeld Financial Services, Inc. is not positioned as an ESG-focused or multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices