Overview
Assets Under Management: $185 million
High-Net-Worth Clients: 68
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.21
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 311
Discretionary Accounts: 311
Regulatory Filings
CRD Number: 329358
Last Filing Date: 2025-02-20 00:00:00
Website: https://bpwealthmgt.com