Overview
Assets Under Management: $294 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 26
Average Client Assets: $2.6 million
Frequently Asked Questions
BCM WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122434), BCM WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
BCM WEALTH MANAGEMENT is headquartered in WILMINGTON, DE.
BCM WEALTH MANAGEMENT serves 26 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, BCM WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BCM WEALTH MANAGEMENT manages $294 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, BCM WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.09%
Average Client Assets: $2.6 million
Total Client Accounts: 439
Discretionary Accounts: 439
Regulatory Filings
CRD Number: 122434
Filing ID: 1846972
Last Filing Date: 2024-03-25 21:32:00