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Bull Market Investment Management, Inc.

Updated today

Client AUM

$21,233,447

Clients

199

Advisors

8

of 8 employees

About

Bull Market Investment Management, Inc. provides discretionary and non‑discretionary investment management, financial planning and family office services to individuals (including high‑net‑worth clients), corporations, pooled investment vehicles and institutions. Offerings include customized separately managed portfolios, selection and oversight of third‑party managers, and portfolio management services for exchange‑traded products.

The firm documents client profiles and tailors asset allocations and investment strategies to each client’s stated objectives and risk tolerance, using third‑party macroeconomic research alongside internal due diligence. Strategies may include equities, fixed income, options and alternative investments, and the firm routinely recommends or monitors third‑party managers (including affiliated sub‑advisers) as part of portfolio implementation.

Bull Market is notable among its peers for maintaining an affiliated broker‑dealer and other related entities under common ownership while serving a material non‑U.S. client base, including managing structured Notes offered under Regulation S to non‑U.S. persons. The firm’s leadership has international trading experience and the brochure discloses dually registered staff and referral/introducer arrangements, which create potential execution and compensation conflicts that clients may want to evaluate.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

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Fee options

Fixed

Flat fees may be negotiated for administrative services; no specific amounts stated

Percentage

Up to $9,999,999+: 1.00% $10,000,000 - $24,999,999: 0.85% $25,000,000 - $49,999,999: 0.75% Over $50,000,000+: 0.65%

Other

Account minimum: $50,000 Minimum fee: $500 annually (charged quarterly on a pro-rated basis) for accounts below $100,000

Main office

175 SW 7th Street, Suite 1616

Miami FL 33130

Advisors at this office

8

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Providencia M

Series 66

Miami, FL

Bull Market Investment Management, Inc.

Providencia Mordan is a Series 66-licensed financial advisor with 12 years of industry experience, currently serving at Bull Market Investment Management, Inc. in Miami, FL. Her prior roles include positions at Citibank and UBS International, as well as supervisory responsibilities with Ocean Financial Advisors. Bull Market Investment Management, Inc. offers discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm uses customized portfolios and a combination of third-party research and internal due diligence to tailor investment strategies that include equities, fixed income, options, and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Leandro V

Series 66

Miami, FL

Bull Market Investment Management, Inc.

Leandro Verrier Rousseaux is a financial advisor at Bull Market Investment Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Bull Market Investment Management since 2022 and Bull Market Securities since 2020. Outside of his advisory role, he is involved as a producer for TieLess Movies, an Argentina-based project. Bull Market Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm offers customized portfolio management and oversight of third-party managers, tailoring strategies to client objectives and risk tolerance using both internal and external research.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Maximiliano S

Series 66

Miami, FL

Bull Market Investment Management, Inc.

Maximiliano Suarez is a financial advisor at Bull Market Investment Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Bull Market Investment Management since 2019, with prior experience at Ernst & Young Argentina and the Kellogg School of Management at Northwestern University. Bull Market Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm uses customized strategies and due diligence combined with third-party macroeconomic research to tailor asset allocations and investment approaches to client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Lautaro M

Series 66

Miami, FL

Bull Market Investment Management, Inc.

Lautaro Marra is a financial advisor at Bull Market Investment Management, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Bull Market Investment Management since 2017. Outside of his advisory role, he serves as a director of BMG ADS Corp, an online website ownership entity based in Argentina. Bull Market Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm customizes portfolios using third-party macroeconomic research and internal due diligence, offering strategies across equities, fixed income, options, and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Mckinzie V

Series 63, Series 65

Miami, FL

Bull Market Investment Management, Inc.

Mckinzie Valverdy is a financial advisor at Bull Market Investment Management, Inc. with 10 years of industry experience. Valverdy holds Series 63 and Series 65 designations and has previously worked at firms including BBVA Global Wealth Advisors, Bank of America, Merrill, Citigroup, and JP Morgan. Bull Market Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm customizes asset allocations and investment strategies based on client objectives and risk tolerance, utilizing both internal and third-party research, and offers management of portfolios that include equities, fixed income, options, and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Pedro A

Series 66

Miami, FL

Bull Market Investment Management, Inc.

Pedro Arduino is a Series 66-licensed financial advisor with Bull Market Investment Management, Inc. in Miami, FL. He has nine years of industry experience, including prior roles at Citigroup and Citibank. Pedro has been with Bull Market since 2020. Bull Market Investment Management provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm customizes portfolios and investment strategies based on client objectives and risk tolerance, employing both internal research and third-party managers across a range of asset classes.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Enrique T

Series 63, Series 65

Miami, FL

Bull Market Investment Management, Inc.

Enrique Tiburcio is a financial advisor with Bull Market Investment Management, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Deutsche Bank Securities Inc, UBS Financial Services, and Citibank, N.A. Bull Market Investment Management, Inc. offers discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm customizes asset allocations and strategies based on client profiles, employing a range of investment types and overseeing third-party managers, with a notable presence serving non-U.S. clients and managing structured notes under Regulation S.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Andres P

Series 66

Miami, FL

Bull Market Investment Management, Inc.

Andres Paladino is a financial advisor at Bull Market Investment Management, Inc. in Miami, FL, holding a Series 66 designation with six years of industry experience. He has worked at Bull Market Securities since 2020 and was previously with Bull Market Brokers SA from 2016 to 2018. Paladino also operates as a self-employed financial advisor. Bull Market Investment Management, Inc. offers discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm uses customized portfolios and third-party macroeconomic research combined with internal analysis, employing a range of strategies across equities, fixed income, options, and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments
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