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BGV FINANCIAL ADVISORS
201 S. Biscayne Blvd
Suite 1130
Miami, Florida 33131
Tel: 305-615-2070
About BGV FINANCIAL ADVISORS
BGV FINANCIAL ADVISORS, formally registered with the SEC as BGV FINANCIAL ADVISORS. The firm was established in 10/12/2023. They have over 1 offices throughout the country.
BGV FINANCIAL ADVISORS is a Miami, Florida based Financial Planning firm with nearly $119,097,143 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324511 |
| SEC# | 801-128743 |
| Assets Managed by Firm | $119,097,143 |
| No. of Clients | 12 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $119,097,143 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $119,428 |
| High net worth individuals | Fewer than 5 clients | $255,491 |
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