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BULL STREET ADVISORS
BULL STREET ADVISORS, LLC
CRD 304058 · SEC 801-116698
500 COMMERCIAL COURT, SUITE 4, SAVANNAH, GA, 31406, United States
Phone
912-441-5185
Fax
912-295-5308
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$271.9M
Discretionary AUM
$271.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $13.1M |
| High net worth individuals | 58 | $211.0M |
| Pension/profit sharing plans | 4 | $10.0M |
| Charitable organizations | 4 | $1.1M |
| Corporations/business entities | 3 | $36.8M |
States served
AL, GA, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD