Roman
Bulawski
Kubhera Enterprises LLC
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About this Advisor
Roman Bulawski is a financial advisor based in Princeton, New Jersey, working with Kubhera Enterprises LLC. Roman has previously held positions at Red Oak Wealth Management, Kubhera Enterprises LLC, Zeiders Enterprises, and Mcrae Capital Management. Roman has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Roman is part of Kubhera Enterprises LLC, which operates out of Princeton, New Jersey. The firm has 5 employees and manages assets totaling $239.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Kubhera Enterprises LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kubhera Enterprises LLC Brokerage Details
$239,000,000
5
822
$290,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Roman Bulawski Work History
Kubhera Enterprises LLC
Zeiders Enterprises
Red Oak Wealth Management
Zeiders Enterprises
Mcrae Capital Management
Disclosures
Please visit the SEC profile of Roman Bulawski 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 Kubhera Enterprises LLC
Princeton, NJ
Princeton, NJ
Princeton, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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