|
⚲
|
| Keyboard |
| Bullock Wealth Management Group Inc
✚
|
|
|---|---|
| CRD # | 283853 |
| SEC # | 801-121578 |
| CIK # | |
| AUM | 261.4 M (2026-03-24) |
| Employees | 10 (90% Investors, 30% Brokers) |
| Phone | 812-333-0874 |
| Address | 121 E 6th Street Bloomington, IN 47408 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 321 | 112.5 |
| (b) Individuals (high net worth individuals) | 65 | 148.5 |
| (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 | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,019 | 261.4 |
| By Discretionary | ||
| Discretionary | 1,019 | 261.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,019 | 261.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 261.0 | |
| Total | 1,019 | 261.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Charleston Financial Advisors LLC
✚
|
SC | 262.4 M |
|
Trippon Wealth Management Group LLC
✚
|
TX | 262.3 M |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 262.0 M |
|
J Team Financial Inc
✚
|
TX | 262.0 M |
|
Tandem Wealth Advisors LLC
✚
|
AZ | 261.5 M |
|
WJ Wealth Management LLC
✚
|
AZ | 261.5 M |
|
Financial Designs Wealth Management LLC
✚
|
FL | 261.2 M |
|
Viawealth LLC
✚
|
KS | 260.7 M |
|
GLR Partners LLC
✚
|
MD | 260.7 M |
|
DCM Advisors LLC
✚
|
NY | 260.5 M |