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BULTMAN INVESTMENT MANAGEMENT, INC.
CRD 106283 · SEC 801-39017
611 N. BARKER RD, SUITE 100, BROOKFIELD, WI, 53045, United States
Phone
262-259-0777
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$52.0M
Discretionary AUM
$17.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $26.5M |
| High net worth individuals | 14 | $25.5M |
Official SEC filing: View on IAPD