Bullogic Wealth Management
Bullogic Wealth Management (CRD# 298318) is a financial advisory firm headquartered in , . They manage $11,743,482 in 133 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Bullogic Wealth Management
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts133ACCOUNTS
-
Average Account Value$88,297
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, PA, TX
Financial Advisors at Bullogic Wealth Management
1
Adam Beaty (CRD# 6336211) is an Investment Advisor Representative working at Bullogic Wealth Management in Pearland, TX and has over 9 years of experience in the finance industry.
2
Robert Dowd (CRD# 6939330) is an Investment Advisor Representative working at Bullogic Wealth Management in Pearland, TX and has 1 year of experience in the finance industry.
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