Overview
Assets Under Management: $485 million
Headquarters: MILTON, GA
High-Net-Worth Clients: 177
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 177
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.15
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,049
Discretionary Accounts: 1,049
Regulatory Filings
CRD Number: 150008
Last Filing Date: 2024-04-30 00:00:00
Website: https://bcwealthadvisors.com