B
Bultman Investment Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,043,738
Clients
61
23% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
61
Very HighAverage account size
$853,176
About
Bultman Investment Management, Inc. provides continuous portfolio management to individual investors and a smaller number of institutional clients, including banks, pension and profit‑sharing plans, trusts, and other entities. Services center on equity no‑load mutual funds, ETFs and a range of fixed‑income securities and are delivered primarily on a non‑discretionary basis, with discretionary authority used for some accounts.
The firm consults with each client to establish objectives and asset allocations, reviews accounts at least quarterly, and generally requires client approval before implementing trades for non‑discretionary relationships. Investment analysis incorporates fundamental, technical and cyclical methods and includes active use of fixed‑income instruments such as government and agency issues, mortgage‑backed securities and other structured debt.
Compared with many peers, BIM is notable for managing a majority of its assets on a non‑discretionary basis while also providing portfolio management for institutional clients, a combination that is relatively uncommon among independent advisers. The firm’s leadership brings a professional accounting and valuation background and focuses solely on investment management rather than financial planning, shaping its emphasis on portfolio oversight and reporting.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
Fixed fees for certain smaller client accounts as determined in client's advisory agreement
$0 - $2,000,000: 1.00% annually $2,000,001+: 0.75% annually
Minimum fee: $1,000 per year minimum annual fee
Main office location
Bultman Investment Management, Inc.
611 N. Barker Rd, Suite 100
Brookfield WI 53045, United States
Number of offices
1
Most active in
Bultman Investment Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
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