Bull Market Strategies LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • James Bogush

    Managing Member And Chief Compliance OfficerCRD 7277207

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth