|
⚲
|
| Bush Investment Group LLC
✚
|
|
|---|---|
| CRD # | 304262 |
| SEC # | 801-116917 |
| CIK # | |
| AUM | $157.4 MM (2023-03-22) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 229-247-1474 |
| Address | 2918 N Oak St, Ste B Valdosta, GA 31602 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 384 | 91.0 |
| (b) Individuals (high net worth individuals) | 41 | 57.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 8.8 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 970 | 157.4 |
| By Discretionary | ||
| Discretionary | 968 | 157.2 |
| Non-Discretionary | 2 | 0.2 |
| Total | 970 | 157.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.4 | |
| Total | 970 | 157.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Southport Station Financial Management LLC
✚
|
CT | 0.2 |
|
Lifeplan Financial Advisory Group LLC
✚
|
MI | 0.2 |
|
Westview Management LLC
✚
|
VT | 0.2 |
|
Infinium Investment Advisors LLC
✚
|
CO | 0.2 |
|
MCS Financial Advisors LLC
✚
|
OR | 0.2 |
|
Old Rock Asset Management LLC
✚
|
IL | 0.2 |
|
Vista Finance LLC
✚
|
MO | 0.2 |
|
Synergy Financial Group Ltd
✚
|
CA | 0.2 |
|
Northbridge Financial Group LLC
✚
|
FL | 0.2 |
|
Wilkins Miller Wealth Management LLC
✚
|
AL | 0.2 |