Overview
Assets Under Management: $597 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 187
Average Client Assets: $3 million
Frequently Asked Questions
BCWM, LLC. 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 #144748), BCWM, LLC. is subject to fiduciary duty under federal law.
BCWM, LLC. is headquartered in OVERLAND PARK, KS.
BCWM, LLC. serves 187 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, BCWM, LLC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
BCWM, LLC. manages $597 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, BCWM, LLC. serves high-net-worth individuals and institutional clients. View client details ↓
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