Overview
Assets Under Management: $252 million
Headquarters: SILVER SPRING, MD
High-Net-Worth Clients: 139
Average Client Assets: $820,143
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.24
Average High-Net-Worth Client Assets: $820,143
Total Client Accounts: 519
Discretionary Accounts: 495
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 107702
Filing ID: 1997664
Last Filing Date: 2025-06-24 16:34:00
Website: https://bnbinc.com