Bull Market Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,233,447
Clients
199
Advisors
7
of 7 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
Expertise
Fee options
Flat fees may be negotiated for administrative services; no specific amounts stated
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%
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
7
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
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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