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Bullish Cross Asset Management, LLC (Huntington Beach)


Bullish Cross Asset Management, LLC is an adviser based in Huntington Beach. It manages $20 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2011.

Bullish Cross Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bullish Cross Asset Management: assets under management

The assets under management (AUM) of Bullish Cross Asset Management, LLC is $20 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 602% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bullish Cross Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Huntington Beach

The principal office where Bullish Cross Asset Management, LLC performs its advisory services is located at 4811 Coveview Drive, Huntington Beach, CA 92649, 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 310-709-4847. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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