BULLROCK CAPITAL, LLC

RIASEC Registered

Total AUM

$88.2M

Discretionary

$88.2M

100% of AUM

Avg account

$350K

Accounts

252

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 286041
Website: bullrockcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI69.13%
Individuals26.77%
Pension & Profit Sharing Plans3.74%
Corporations / Businesses0.36%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Bullrock Capital, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Bullrock does not identify itself as a capital allocator and is not flagged as an active ESG investor.