Overview
Assets Under Management: $388 million
Headquarters: RAPID CITY, SD
High-Net-Worth Clients: 172
Average Client Assets: $1.1 million
Frequently Asked Questions
BMS FINANCIAL 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 #134738), BMS FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BMS FINANCIAL ADVISORS, LLC is headquartered in RAPID CITY, SD.
BMS FINANCIAL ADVISORS, LLC serves 172 high-net-worth clients according to their SEC filing dated March 21, 2023. View client details ↓
According to their SEC Form ADV, BMS FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BMS FINANCIAL ADVISORS, LLC manages $388 million in client assets according to their SEC filing dated March 21, 2023.
According to their SEC Form ADV, BMS FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.55%
Average Client Assets: $1.1 million
Total Client Accounts: 2,292
Discretionary Accounts: 2,261
Non-Discretionary Accounts: 31
Regulatory Filings
CRD Number: 134738
Filing ID: 1736978
Last Filing Date: 2023-03-21 16:23:00