BCM WEALTH MANAGEMENT

5807 Kennett Pike
Wilmington, Delaware 19807
Tel: 888-369-2261

About BCM WEALTH MANAGEMENT

BCM WEALTH MANAGEMENT, formally registered with the SEC as BCM WEALTH MANAGEMENT. The firm was established in 07/05/2017. They have over 2 offices throughout the country.

BCM WEALTH MANAGEMENT is a Wilmington, Delaware based Financial Planning firm with nearly $294,492,808 assets under management, offering retirement planning & investment advisory services to 439 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122434
SEC#	801-110693
Assets Managed by Firm	$294,492,808
No. of Clients	439
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (A PERCENTAGE OF PLAN ASSETS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (FEE BASED INSURANCE; WEALTH PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	439	$294,492,808
Individuals (other than high net worth individuals)	109	$33,928,498
High net worth individuals	26	$67,985,123
Pension and profit sharing plans	48	$178,317,857
Corporations or other businesses	5	$14,261,330

More Retirement Planning firms in Wilmington, Delaware:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$110,923,554,810	39	208
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

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