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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