Jose
Covian
Bulltick Wealth Management, LLC
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About this Advisor
Jose Covian is a financial advisor who works out of Miami, Florida with a total of 1 year of relevant experience. Covian is currently employed by Bulltick Wealth Management, LLC. They have worked at Bulltick Wealth Management, Llc for all of their career. Covian has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Bulltick Wealth Management, LLC is a firm that has its headquarters in Miami, FL. The company has a total of 42 employees. It handles $2 billion in total assets among its 342 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 342 accounts, 65% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fees vary depending on which services the firm provides the client. Fees billed by Bulltick Wealth Management, LLC likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bulltick Wealth Management, LLC Brokerage Details
$1,658,843,016
42
342
$4,850,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Jose Covian Work History
Jose has been registered as a financial advisor for 1 years.*
Bulltick, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jose Covian 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 Bulltick Wealth Management, LLC
Miami, FL
Hermonsillo,
Cdmx,
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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