BULLTICK4U ADVISOR, LLC
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
FINTRXOverview
Bulltick4u Advisor, LLC is a small SEC-registered limited liability company that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm registered with the SEC in 2022 and is owned by a domestic entity and an individual. Its stated business model is percentage-of-AUM advisory fees, and it identifies as a related adviser rather than an independent capital allocator. The firm does not classify itself under a specific advisory category on its filing and does not list pension consulting or active ESG investing among its services. Regulatory and industry affiliations reported by the firm 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 firm may be involved in structuring or administering private pooled products in addition to providing direct portfolio management.
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
Asset composition
- Private Funds98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2WILLIAM HERRERA
Managing Director and Chief Financial OfficerCRD 2153052
GENEMARIE EGUILIOR
Chief Compliance OfficerCRD 2309541
Contacts
1 of 1HUMBERTO BANUELOS CAAMANO
ManagerCRD 5156168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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