This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-04-2018
- Office Locations
- 1
Office Locations
About Bush Capital Management, LLC
Bush Capital Management, LLC is a Sarasota, FL investment adviser providing investment management, advanced financial planning, and executive benefits support. The firm manages retirement plans (401(k), 403(b), SEP/IRA, deferred comp), rollovers, and cash balance/defined benefit plans, plus trust management. Portfolios span U.S./international stocks and bonds, real estate and private placements, and option overlays (covered calls/hedging). Custody includes Interactive Brokers.
Team overview
Insights
Accredited Investors
Asset Classes
Services
Technology
Owner & Executives
CLARENCE WATHAL BUSH
Chief Compliance Officer, Chief Investment Officer
- CRD
- #1618495
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $413,025 | -- |
| Non-Discretionary | $0 | -- |
| Total | $413,025 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing