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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-09-2017
- Office Locations
- 1
Office Locations
About Bullrock Capital, LLC
Bullrock Capital is an independent, fee-only fiduciary advisory boutique providing bespoke wealth management for sophisticated clients. The firm applies CFP® standards to deliver integrated planning (tax, estate, and retirement/401(k)) alongside customized portfolio management built on diversified asset allocation and proactive rebalancing. Custodied with Charles Schwab; no commissions or third-party product fees.
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Owner & Executives
DANIEL PATRICK O'CONNELL
Chief Compliance Officer, Managing Member
- CRD
- #5318642
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,165,873 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,165,873 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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