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Bulldog Financial Planning LLC

Bulldog Financial Planning LLC. CRD 318804

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CRD: 318804

Bulldog Financial Planning LLC

Cumberland, RI
4012273957
www.bulldogfinancialplanning.com
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Interactive Brokers · Vanguard
Clients
Retail
Platforms
AtlasSummit delta +more
Established Date
03-25-2022
Office Locations
1

Office Locations

-- Cumberland RI

About Bulldog Financial Planning LLC

Bulldog Financial Planning LLC is a fee-only, fiduciary planning and wealth management firm serving individuals and families in Lincoln and Cumberland, RI, with a focus on comprehensive and retirement planning. The firm offers hourly planning with no AUM minimum, discretionary managed accounts with direct access to the portfolio manager, and hands-on support for RMD, gifting, and income strategies; portfolios commonly use ETFs.

Team overview

-- AVG AGE
$2.2M AVG AUM / ADVISOR
$49.0K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

North Atlas signal Oak horizon Wave unison Summit meridian

Client Personas

Value Matrix

Custodian

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Investment Themes

Wave meridian Beacon

Investment Vehicles

Timber vector Ember pathway

Services

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Technology

Harbor crest Alpha Eagle Timber

Owner & Executives

PATRICK M RANDALL

PATRICK M RANDALL

Chief Compliance Officer, Owner, PORTFOLIO MANAGER, WEALTH MANAGER

CRD
#5326843
Ownership
75% or more
(793) 912-1312
radial.wave@insightcapital.com
in linkedin.com/in/optima-ridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,203,000 --
Non-Discretionary $0 --
Total $2,203,000 --

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Separately Managed Accounts

Total SMA Asset: $2,203,000

$2.2M Total SMA
Equity - Exchange:
21.0%
Public Funds:
20.8%
Cash:
19.6%
U.S. Government/Agency:
8.9%
Corporate - Investment Grade:
29.7%
Asset class Assets Assets %
Equity - Exchange $690,536,684 21.0%
Public Funds $683,960,144 20.8%
Cash $644,500,905 19.6%
U.S. Government/Agency $292,656,023 8.9%
Corporate - Investment Grade $976,616,167 29.7%
Total $3,288,269,923 100.0%

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