William
Bales

Bullseye Asset Management LLC

CRD#2130070
Investment Advisor
in Denver, CO

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About this Advisor

William Bales is a financial advisor based in Denver, Colorado, working with Bullseye Asset Management LLC. William has previously held a position at Bullseye Asset Management LLC. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, William is part of Bullseye Asset Management LLC, which operates out of Denver, Colorado. The firm has 2 employees and manages assets totaling $206.2 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Bullseye Asset Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

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

Office Location

8055 E Tufts Avenue Suite 720
Denver, CO 80237

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Bullseye Asset Management LLC Brokerage Details

Total Assets Under Management

$206,209,786

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

2

CO Average: 28
Total Number of Accounts

7

CO Average: 1,101
Average Account Size

$29,458,541

CO Average: $2,134,119

Investment Advisory Services

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

William Bales Work History

2010 - Present (14 years)

Bullseye Asset Management LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of William Bales to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bullseye Asset Management LLC

William Bales
Denver, CO
Jakob Holm
Denver, CO

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