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BCM ADVISORS, LLC
1018 Harding St., Suite 104
Lafayette, Louisiana 70503
Tel: 337-233-7758
About BCM ADVISORS, LLC
BCM ADVISORS, LLC, formally registered with the SEC as BCM ADVISORS, LLC. The firm was established in 11/06/1998. They have over 1 offices throughout the country.
BCM ADVISORS, LLC is a Lafayette, Louisiana based Financial Planning firm with nearly $666,235,191 assets under management, offering retirement planning & investment advisory services to 493 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107946 |
| SEC# | 801-56006 |
| Assets Managed by Firm | $666,235,191 |
| No. of Clients | 493 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 493 | $666,235,191 |
| Individuals (other than high net worth individuals) | 260 | $65,354,780 |
| High net worth individuals | 148 | $411,128,117 |
| Pension and profit sharing plans | 25 | $27,572,704 |
| Corporations or other businesses | 60 | $162,179,590 |
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|---|---|---|---|
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