Overview
Assets Under Management: $666 million
Headquarters: LAFAYETTE, LA
High-Net-Worth Clients: 148
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 493
Discretionary Accounts: 493
Regulatory Filings
CRD Number: 107946
Last Filing Date: 2025-02-18 00:00:00
Website: https://bcm-advisors.com