BULLTICK4U ADVISOR, LLC
Adviser information for BULLTICK4U ADVISOR, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 7 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-126804 |
|---|---|
| SEC ERA File Number | 801-126804 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319418 |
| Legal Entity Identifier | None |
Principal Office
333 SE 2ND AVENUESUITE 3950
MIAMI
FL
United States
Monday - Friday, 9AM-5PM
Tel: 305-533-1541, Fax: 305-533-1008
Websites
Chief Compliance Officer
GENEMARIE EGUILIOR
333 SE 2ND AVENUE
SUITE 3950
MIAMI
FL
United States
Tel:
305-533-1541
Fax:
305-533-1008
G********@***********M
(Full email address available in API data)
Industry Affiliates
| BULLTICK INSURANCE AGENCY, LLC | Insurance company or agency |
| BULLTICK WEALTH MANAGEMENT, LLC | Other investment adviser, including financial planners |
| BULLTICK, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| DOMUM REAL ESTATE VENTURES II LLC | Sponsor, GP, manager of pooled investment vehicles |
| DOMUM REAL ESTATE VENTURES LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EGUILIOR, GENEMARIE, BIERLEY | Individual | – | CCO | 12/2021 | < 5% |
| BULLTICK4U INC. | Domestic Entity | – | MEMBER | 12/2021 | > 75% |
| HERRERA, WILLIAM, ALBERT | Individual | – | CFO | 12/2021 | < 5% |
| BANUELOS CAAMANO, HUMBERTO | Individual | – | CEO | 12/2021 | < 5% |
| BULLTICK CAPITAL MARKETS HOLDINGS, LLC | Domestic Entity | BULLTICK4U INC. | OWNER | 12/2021 | > 75% |
| NBLP LP | Domestic Entity | BULLTICK CAPITAL MARKETS HOLDINGS, LLC | OWNER | 07/2021 | 25-50% |
| DEL CUETO ARAMBURU, ADOLFO | Individual | NBLP LP | OWNER AND GENERAL PARTNER | 01/2011 | > 75% |