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| Happy Holidays!! thanks for using AUM13F!! |
| Bullock Wealth Management Group Inc
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|---|---|
| CRD # | 283853 |
| SEC # | 801-121578 |
| CIK # | |
| AUM | $233.4 M (2025-03-25) |
| Employees | 7 (71% Investors, 29% Brokers) |
| Phone | 812-333-0874 |
| Address | 121 E 6th Street Bloomington, IN 47408 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 104.5 |
| (b) Individuals (high net worth individuals) | 63 | 128.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 984 | 233.4 |
| By Discretionary | ||
| Discretionary | 984 | 233.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 984 | 233.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 233.1 | |
| Total | 984 | 233.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LotusGroup Advisors LLC
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|
CO | 0.2 |
|
AWM Financial Services Inc
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|
TX | 0.2 |
|
Prota Financial LLC
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TX | 0.2 |
|
Axiom Investment Management LLC
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|
NY | 0.2 |
|
Charleston Financial Advisors LLC
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|
SC | 0.2 |
|
CW O'Conner Wealth Advisors Inc
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|
GA | 0.2 |
|
Capstone Wealth Management Group LLC
✚
|
OR | 0.2 |
|
Riverbend Wealth Management LLC
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|
SC | 0.2 |
|
Worth Financial Advisory Group LLC
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|
NC | 0.2 |
|
Cushing Capital Partners LLC
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|
WI | 0.2 |