Investment adviser · CRD 105341

BULLARD MCLEOD & ASSOCIATES INC

Investment adviser filing (IA)

ALBANY, NY, United States · Form ADV filed Mar 15, 2019

Regulatory AUM: $128M
Client accounts: 426
Employees: 4
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	37	$87,698,311	68.3%
Individuals	72	$36,600,940	28.5%
Charities	Fewer than 5	$4,022,473	3.1%
Corporations & businesses	Fewer than 5	$168	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 1264089 · Mar 15, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 15, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

194 WASHINGTON AVENUE, SUITE 520
ALBANY, NY, 12210-2314, United States

CRD 105341

Filing source

Form ADV 1264089 · Mar 15, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.