Overview
Assets Under Management: $182 million
Headquarters: EDMOND, OK
High-Net-Worth Clients: 56
Average Client Assets: $2.5 million
Frequently Asked Questions
BFG WEALTH 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 #167814), BFG WEALTH is subject to fiduciary duty under federal law.
BFG WEALTH is headquartered in EDMOND, OK.
BFG WEALTH serves 56 high-net-worth clients according to their SEC filing dated July 23, 2024. View client details ↓
According to their SEC Form ADV, BFG WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BFG WEALTH manages $182 million in client assets according to their SEC filing dated July 23, 2024.
According to their SEC Form ADV, BFG WEALTH 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
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.29%
Average Client Assets: $2.5 million
Total Client Accounts: 246
Discretionary Accounts: 240
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 167814
Filing ID: 1890984
Last Filing Date: 2024-07-23 17:54:00