$24.6M Total AUM
$24.6M Disc. AUM
-- 3Y CAGR
4 Employees
37 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-25-2021
- Office Locations
- 3
Office Locations
-- Chicago IL
-- Fort Worth TX
-- Sarasota FL
About Bull & Bear Advisors LLC
Bull & Bear Advisors LLC is a Sarasota-based RIA with 3 offices. The firm has been operating for 4 years. Managing $24.6M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$664.3K AVG AUM / CLIENT
2.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Paul John Turco Jr.
Chief Compliance Officer, Managing Member
- CRD
- #7287861
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
Major Elliott Blair III
--
- CRD
- #8030221
Available
Available
Available
G
George Nicholas Kontos
--
- CRD
- #8018709
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,578,773 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,578,773 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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