Bullseye Investment Management, LLC

EST. AUM
$225,976,485

CONTACTS

CLIENT ACCOUNTS
1,717

Firm Details

Metro area Cincinnati
CRD Number 145158
Website bullseyeinv.com
Client types

Overview

Bullseye Investment Management, LLC is an SEC-registered investment adviser founded in 2007 and headquartered in Cincinnati, Ohio. The firm provides discretionary investment management and wealth advisory services primarily to individuals and retirees. Its investment approach emphasizes fiduciary advice, diversified asset allocation, ETF-focused portfolio construction, risk management, and customized planning aligned with client objectives and time horizons.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Bullseye Investment Management, LLC

Platform Details

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Address

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