Overview
Assets Under Management: $597 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 187
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 187
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 350
Discretionary Accounts: 350
Regulatory Filings
CRD Number: 144748
Last Filing Date: 2024-03-27 00:00:00
Website: https://bcwm.com