Bulltick4u Advisor, LLC

RIASEC RegisteredEst. 2022
Total AUM
$143K
Discretionary
$143K
100% of AUM
Avg account
$28.6K
Accounts
5
Employees
10
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
319418
Registered since
November 14, 2022
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bulltick4u Advisor, LLC is a limited liability company that registered with the SEC in 2022 and operates as a non-independent retail registered investment adviser. The firm focuses on portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Its client base is described as individual and family accounts. The adviser is not designated as a capital allocator, does not identify as an active ESG investor, and does not present itself as a multi-state or pension consultant. The firm is noted as a related adviser and is owned as a combination of a domestic entity and an individual. The firm's reported industry ties include relationships with a broker-dealer, another investment adviser, an insurance company, and roles as a sponsor, general partner, or managing member of pooled investment vehicles. Those affiliations suggest the adviser has operational connections across brokerage, insurance, and pooled-product sponsorship rather than functioning solely as an independent, stand-alone RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 98%, Cash & Cash Equivalents 2%98%
  • Private Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • William Herrera

    William Herrera

    Managing Director and Chief Financial OfficerCRD 2153052

  • Genemarie Eguilior

    Director and Chief Compliance OfficerCRD 2309541

Contacts

1 of 1
  • Humberto Banuelos Caamano

    Humberto Banuelos Caamano

    ManagerCRD 5156168

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
333 Se 2nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth