Bulman Wealth Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3400 Douglas Blvd Ste 150, Roseville, Ca...

Phone Number

(916) 458-8199

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
1
1

About Bulman Wealth Group

Bulman Wealth Group is a team of experienced financial advisors dedicated to helping individuals and families in Northern and Southern California build and preserve sustainable wealth. They offer a range of services including retirement income planning, investment management, tax planning, healthcare in retirement, and estate planning. Their approach, exemplified by the Financial Compass, simplifies the complexities of retirement planning, guiding clients through every phase of their financial journey. The firm aims to empower clients to navigate their financial futures with confidence and clarity.Explore more
Bulman Wealth Group's Social MediaPopular SearchesBulman Wealth GroupBulman Development CorpBulman Wealth Group - LLCChris Bulman IncBulman Enterprises LLCSIC Code 62,628NAICS Code 52,523Show more

Bulman Wealth Group Org Chart

PhoneEmail
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Director, Marketing & Engagement

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bulman Wealth Group

<$5M
1-10
Private
-
2005
NA
Natalie AnziniDirector, Marketing & Engagement
$6.4M
11-50
Private
-
2011
JG
Janine GieckController & Manager, Transfer
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
1998
BW
Brittany WalterDirector, Wealth Planning
<$5M
1-10
Private
-
1998
KW
Katherine WheatonDirector, Business Operations
<$5M
1-10
Private
-
2014
KM
Kimberly McCloskeyDirector, Operations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bulman Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bulman Wealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bulman Wealth Group.

Bulman Wealth Group Tech Stack

A closer look at the technologies used by Bulman Wealth Group

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Frequently Asked Questions Regarding Bulman Wealth Group

What is Bulman Wealth Group's official website?
Bulman Wealth Group's official website is www.bulmanwealth.com
What is Bulman Wealth Group's Revenue?
Bulman Wealth Group's revenue is <$5 Million
What is Bulman Wealth Group's SIC code?
Bulman Wealth Group's SIC: 62,628
What is Bulman Wealth Group's NAICS code?
Bulman Wealth Group's NAICS: 52,523
How many employees does Bulman Wealth Group have?
Bulman Wealth Group has 1-10 employees
What industry does Bulman Wealth Group belong to?
Bulman Wealth Group is in the industry of: Finance, Securities Trading
What is Bulman Wealth Group competition?
Bulman Wealth Group top competitors include: Paradigm Group, South Placer Wealth Management Group, Phillip Allen, The Holland Group
What technology does Bulman Wealth Group use?
Some of the popular technologies that Bulman Wealth Group uses are: WordPress.org, PHP, Wistia, Google Tag Manager
How do I contact Bulman Wealth Group?
Bulman Wealth Group contact info: Phone number: (916) 458-8199 Website: www.bulmanwealth.com
What does Bulman Wealth Group do?

Bulman Wealth Group is a team of experienced financial advisors dedicated to helping individuals and families in Northern and Southern California build and preserve sustainable wealth. They offer a range of services including retirement income planning, investment management, tax planning, healthcare in retirement, and estate planning. Their approa... ch, exemplified by the Financial Compass, simplifies the complexities of retirement planning, guiding clients through every phase of their financial journey. The firm aims to empower clients to navigate their financial futures with confidence and clarity.Read More

What are Bulman Wealth Group social media links?
Bulman Wealth Group Linkedin page Bulman Wealth Group Facebook page
Is Bulman Wealth Group a public company?
Bulman Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Bulman Wealth Group

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