A complete list of active advisors currently associated with Bullogic Wealth Management
Warmer can help you find a great advisor at Bullogic Wealth Management or one who fits your needs even better.
Bullogic Wealth Management is a small, state‑registered advisory firm that manages roughly $15.4 million in discretionary assets for about 79 clients through a two‑advisor team. The firm provides portfolio management and a range of planning services for individuals and institutional clients, including comprehensive financial planning and employee benefit plan consulting, and it offers tax preparation and insurance services through related business entities. Bullogic predominantly takes a passive investment approach, building portfolios from low‑cost index mutual funds and ETFs to achieve targeted asset‑class allocations, while conducting periodic account reviews. For investment analysis and planning work the firm also employs fundamental, technical, cyclical and charting methods and may refer clients to or monitor third‑party managers for specific mandates. What distinguishes the firm from many peers is the integration of affiliated businesses into its service model: it operates an affiliated tax‑preparation practice staffed by enrolled agents and an affiliated insurance agency through which it may sell insurance products and receive compensation. The firm also uses third‑party referral arrangements (including participation in a national advisor referral network) and discloses paying solicitors for client introductions.
To learn more about the advisors currently working at Bullogic Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pearland, TX
| 11
| |
Folsom, PA
| 7
|
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