Bull Market Strategies LLC
Firm details
- Headquarters
- Westwood, New Jersey
- CRD number
- 339029
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bull Market Strategies LLC is organized as a limited liability company controlled by an individual owner. The firm provides fee-based advisory services, billing both as a percentage of assets under management and via fixed fees. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. The firm is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not operate as a pension consultant or a capital allocator to third-party managers.
Assets & Accounts
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
Owners & executives
1 of 1James Bogush
Managing Member And Chief Compliance OfficerCRD 7277207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westwood, NJ
Bergen
Location
Westwood, NJ
Headquartered in Westwood, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 43 Sullivan St
- Time zone
- ET (UTC-5)
- Office locations
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