Kevin
Tulk

Bear Creek Asset Management, LLC

CRD#4544560
Investment Advisor
in Denver, CO
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About this Advisor

Kevin Tulk is an investment advisor whose office is in Denver, Colorado. Currently an advisor at Bear Creek Asset Management, LLC, they have accumulated 12 years of professional experience as a registered investment advisor. Tulk has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Tulk is registered to act as a financial advisor in Alabama, Arizona, Delaware, Utah and Colorado. Over the course of their career, Tulk has held roles at Bear Creek Asset Management and Bear Creek Securities, LLC. Bear Creek Asset Management, LLC is headquartered in Denver, Colorado. Overall, Bear Creek Asset Management, LLC manages $7 billion in assets throughout 165 client accounts and retains 11 staff members. The level of assets currently under the firm's management places it among the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 58% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bear Creek Asset Management, LLC can offer portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

1200 17Th Street Suite 970
Denver, CO 80202

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Bear Creek Asset Management, LLC Brokerage Details

Total Assets Under Management

$7,197,413,800

CO Average: $2,349,664,866
Total Number of Employees

11

CO Average: 28
Total Number of Accounts

165

CO Average: 1,101
Average Account Size

$43,620,690

CO Average: $2,134,119

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kevin Tulk Work History

Kevin has 12 years of experience.

2007 - Present (12 years)

Bear Creek Securities, LLC

2006 - Present (13 years)

Bear Creek Asset Management

Disclosures

Kevin Tulk has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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