Overview
Assets Under Management: $146 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 50
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.24
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 121
Discretionary Accounts: 107
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 146946
Last Filing Date: 2024-03-20 00:00:00
Website: https://bfa-llc.com