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 an independent, limited liability wealth manager that focuses on portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and serves individual and family clients. It is registered to do business in Florida, North Carolina, Ohio, Texas and Virginia and is structured with both a domestic-entity and individual ownership. Bull Bear also performs sponsor/GP roles for pooled investment vehicles rather than acting primarily as a large-scale capital allocator.
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
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Robert Wiedemer
Senior Investment AdvisorCRD 5785173

Cindy Spitzer
Registered 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
Similar firms
Kaplan Wealth Management, Inc.
RIAReston, VA
Mitchell Advisory Inc
RIAReston, VA
KCR Wealth Management, LLC
RIAReston, VA
Radvanyi Wealth Management LLC
RIAReston, VA
Brighter Financial Capital Management, LLC
RIAReston, VA
T.M. Wealth Management
RIAReston, VA