Bullseye Asset Management LLC

Bullseye Asset Management LLC (CRD# 153990) is a financial advisory firm headquartered in Denver, CO. They manage $74,900,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $14,980,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Bullseye Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
William H. Bales
CRD#: 2130070
4643 S. Ulster Street, Suite 8000, Denver, CO 80237
93
Wealthminder
score

William Bales (CRD# 2130070) is an Investment Advisor Representative working at Bullseye Asset Management LLC in Denver, CO and has over 25 years of experience in the finance industry.

2
Jakob V. Holm
CRD#: 4584032
4643 S Ulster Street, 8th Floor, Denver, CO 80237
90
Wealthminder
score

Jakob Holm (CRD# 4584032) is an Investment Advisor Representative working at Bullseye Asset Management LLC in Denver, CO and has 1 year of experience in the finance industry.

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