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 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
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 2
William Herrera
Managing Director and Chief Financial OfficerCRD 2153052
Genemarie Eguilior
Director and Chief Compliance OfficerCRD 2309541
Contacts
1 of 1
Humberto 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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