Overview
Assets Under Management: $353 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 85
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.14
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 677
Discretionary Accounts: 677
Regulatory Filings
CRD Number: 132804
Last Filing Date: 2024-03-28 00:00:00
Website: https://bocmllc.com