Bull & Bear Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 315309
- Website
- bull-bear.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.04%
- Individuals34.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bull & Bear Advisors LLC is an independent, individual-owned advisory firm organized as a limited liability company. The firm serves individual and family clients, charging fees based on a percentage of assets under management, and offers financial planning alongside portfolio management for individuals and small businesses. It is state-registered in Florida, Illinois and Texas and does not position itself as an institutional capital allocator or pension consultant. Bull & Bear does not identify as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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