Overview
Assets Under Management: $366 million
Headquarters: SOUTHFIELD, MI
High-Net-Worth Clients: 63
Average Client Assets: $3.7 million
Frequently Asked Questions
BKS 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 #109065), BKS ADVISORS, LLC is subject to fiduciary duty under federal law.
BKS ADVISORS, LLC is headquartered in SOUTHFIELD, MI.
BKS ADVISORS, LLC serves 63 high-net-worth clients according to their SEC filing dated August 28, 2018. View client details ↓
According to their SEC Form ADV, BKS ADVISORS, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BKS ADVISORS, LLC manages $366 million in client assets according to their SEC filing dated August 28, 2018.
According to their SEC Form ADV, BKS ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.02%
Average Client Assets: $3.7 million
Total Client Accounts: 1,095
Discretionary Accounts: 1,095
Regulatory Filings
CRD Number: 109065
Filing ID: 1236779
Last Filing Date: 2018-08-28 14:23:00