$142.8K Total AUM
$142.8K Disc. AUM
-- 3Y CAGR
10 Employees
5 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2021
- Office Locations
- 1
Office Locations
333 SE 2ND Avenue Suite 3950 Miami FL
About Bulltick4u Advisor, LLC
Bulltick4u Advisor, LLC is a Miami-based RIA. The firm has been operating for 4 years. Managing $142.8K in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Team overview
61 AVG AGE
$71.4K AVG AUM / ADVISOR
$28.6K AVG AUM / CLIENT
4.6 yrs AVG TENURE
10 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
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Asset Classes
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
HUMBERTO BANUELOS CAAMANO
Chief Executive Officer
- CRD
- #5156168
- Ownership
- Less than 5%
Available
Available
Available
GENEMARIE BIERLEY EGUILIOR
Chief Compliance Officer
- CRD
- #2309541
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,776 | $28,555 |
| Non-Discretionary | $0 | -- |
| Total | $142,776 | $28,555 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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