Overview
Assets Under Management: $644 million
Headquarters: DOWNINGTOWN, PA
High-Net-Worth Clients: 197
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 197
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.23
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,682
Discretionary Accounts: 1,653
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 293192
Last Filing Date: 2024-10-18 00:00:00
Website: https://bcadvisors.com