$98.1M Total AUM
$97.5M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-2002
- Office Locations
- 1
Office Locations
1880 Office Club Pointe Colorado Springs CO
About Bullock Capital Alliance, Inc.
Bullock Capital Alliance, Inc. is a Colorado Springs-based RIA. The firm has been operating for 23 years. Managing $98.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
66 AVG AGE
$98.1M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
23.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID WAYNE BULLOCK
President
- CRD
- #4434371
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,452,686 | -- |
| Non-Discretionary | $652,247 | -- |
| Total | $98,104,933 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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