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 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
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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