Overview
Assets Under Management: $3.0 billion
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 678
Average Client Assets: $3.3 million
Frequently Asked Questions
BDO WEALTH ADVISORS, 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 #222525), BDO WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BDO WEALTH ADVISORS, LLC is headquartered in JACKSONVILLE, FL.
BDO WEALTH ADVISORS, LLC serves 678 high-net-worth clients according to their SEC filing dated July 31, 2023. View client details ↓
According to their SEC Form ADV, BDO WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BDO WEALTH ADVISORS, LLC manages $3.0 billion in client assets according to their SEC filing dated July 31, 2023.
According to their SEC Form ADV, BDO WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 678
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.00%
Average Client Assets: $3.3 million
Total Client Accounts: 4,125
Discretionary Accounts: 3,726
Non-Discretionary Accounts: 399
Regulatory Filings
CRD Number: 222525
Filing ID: 1778127
Last Filing Date: 2023-07-31 16:14:00