Overview
Assets Under Management: $325 million
Headquarters: REHOBOTH BEACH, DE
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,653
Discretionary Accounts: 1,629
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 287680
Filing ID: 1976484
Last Filing Date: 2025-04-04 10:12:00
Website: https://bdfsmail.com