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 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

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

    Managing Director and Chief Financial OfficerCRD 2153052

  • GENEMARIE EGUILIOR

    Chief Compliance OfficerCRD 2309541

Contacts

1 of 1
  • HUMBERTO BANUELOS CAAMANO

    ManagerCRD 5156168

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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