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Bullwinkle Alice G Corp (Lakewood)


Bullwinkle Alice G Corp is a large advisory firm based in Lakewood. It manages $65.58 million of regulatory assets for 359 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

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Bullwinkle Alice G Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bullwinkle Alice G Corp: assets under management

The assets under management (AUM) of Bullwinkle Alice G Corp is $65.58 million. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $63.98 million in discretionary accounts and $1.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $182.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200.79 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bullwinkle Alice G Corp for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lakewood

The principal office where Bullwinkle Alice G Corp performs its advisory services is located at 141 Union Blvd., Suite 310, Lakewood, CO 80228, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-934-9345 or by fax 303-934-9598. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.northstarplanning.com.


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