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 that provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional or corporate clients. Its compensation arrangements include both asset-based fees (percentage of AUM) and fixed-fee engagements. Public data categorize the firm as unclassified and indicate it does not identify as a capital allocator or an active environmental, social, and governance (ESG) investor. Regulatory and service descriptors in the snapshot show the firm is not registered as a multi-state adviser, is not listed as a pension consultant, and is not described as a related adviser. The firm’s reported advisory activities focus on financial planning and portfolio management across retail and business client segments.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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