CRD: 106283
Bultman Investment Management, Inc.
Brookfield, WI, 53045
2622590777
$52.0M Total AUM
$17.2M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-16-2013
- Office Locations
- 1
Office Locations
611 N. Barker RD Suite 100 Brookfield WI
About Bultman Investment Management, Inc.
Bultman Investment Management, Inc. is a Brookfield-based RIA. The firm has been operating for 12 years. Managing $52.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$52.0M AVG AUM / ADVISOR
$853.2K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Frontier Capital delta
Client Personas
Momentum fusion
Investment Themes
Vital
Investment Vehicles
Momentum
Services
Vector pathway North Bridge
Owner & Executives
F
FREDERICK JOHN SITZBERGER
Chief Compliance Officer, PORTFOLIO MANAGER, President
- CRD
- #4282689
- Ownership
- 75% or more
(478) 465-8978
pioneer.vector@legacycapital.com
in linkedin.com/in/focus-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,190,469 | -- |
| Non-Discretionary | $34,853,269 | $365,787 |
| Total | $52,043,738 | $365,787 |
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Separately Managed Accounts
Total SMA Asset: $52,043,738
Public Funds:
21.9% Equity - Exchange:
46.2% Cash:
31.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $682,045,785 | 21.9% |
| Equity - Exchange | $1,438,836,314 | 46.2% |
| Cash | $993,482,216 | 31.9% |
| Total | $3,114,364,315 | 100.0% |