Folsom, PA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Bullogic Wealth Management
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Firm-wide stats for Bullogic Wealth Management
About
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.
Based on Bullogic Wealth Management
Expertise
Based on Bullogic Wealth Management
Location
Folsom PA
Advisors at this office
1
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