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BULMAN WEALTH GROUP

Tel: 916-458-8199
3400 Douglas Blvd.
Suite 150
Roseville, California  95661

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BULMAN WEALTH GROUP

BULMAN WEALTH GROUP is a Roseville, California based financial advisory firm with nearly $200,597,015 in assets under management and provides investment advisory services for 1030 clients. There are currently 16 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Other (CO-ADVISOR FEES AND REFERRAL FEE

Firm CRD#:

313552

SEC#:

801-124893

No. of Clients:

1030

Assets under Management

$200,597,015

No. of Advisors:

16

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