Overview
Assets Under Management: $829.7 billion
Headquarters: JERSEY CITY, NJ
High-Net-Worth Clients: 24
Average Client Assets: $9.2 billion
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.49
Average High-Net-Worth Client Assets: $9.2 billion
Total Client Accounts: 2,028,672
Discretionary Accounts: 2,028,672
Regulatory Filings
CRD Number: 142558
Filing ID: 1978465
Last Filing Date: 2025-04-10 12:51:00
Website: https://bofa.com