Overview

Assets Under Management: $292 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 5
Average Client Assets: $52 million

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.57
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 4,059
Discretionary Accounts: 3,904
Non-Discretionary Accounts: 155

Regulatory Filings

CRD Number: 157973
Filing ID: 1975672
Last Filing Date: 2025-04-10 13:01:00
Website: https://bcpglobal.com