BULL BEAR INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- RESTON, Virginia
- CRD number
- 174038
- Registered since
- January 26, 2015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.52%
- Individuals33.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bull Bear Investment Management LLC is a small SEC-registered RIA organized as an LLC and active since 2015. The firm advises individual and family clients (and small businesses) on portfolio management and charges fees based on assets under management. According to regulatory filings it is not positioned as a multi-state adviser, does not market itself as an ESG investor, and does not describe pension consulting or capital-allocation services as part of its core offering. The firm also appears as an issuer or sponsor in pooled investment vehicles in its regulatory disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
2 of 2ROBERT WIEDEMER
Senior Investment AdvisorCRD 5785173
CINDY SPITZER
Senior Investment AdvisorCRD 6480875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RESTON, VA
FAIRFAX
Location
RESTON, VA
Headquartered in RESTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 1818 Library St
- Time zone
- ET (UTC-5)
- Office locations
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