Adviser Profile
| As of Date | 05/29/2025 |
| Registration status | Registration Changed to BULWARK CAPITAL CORPORATION |
| Contact Info | 703 xxxxxxx |
| AUM* | 117,073,364 17% |
| of that, discretionary | 117,073,364 17% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 626,061 10% |
| % High Net Worth | 62.12% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds