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B&C FINANCIAL ADVISORS
110 Professional Drive
Suite 101
Ponte Vedra Beach, Florida 32082
Tel: 904-273-9850
About B&C FINANCIAL ADVISORS
B&C FINANCIAL ADVISORS, formally registered with the SEC as B&C FINANCIAL ADVISORS. The firm was established in 05/13/1998. They have over 1 offices throughout the country.
B&C FINANCIAL ADVISORS is a Ponte Vedra Beach, Florida based Financial Planning firm with nearly $546,222,099 assets under management, offering retirement planning & investment advisory services to 1257 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110295 |
| SEC# | 801-55533 |
| Assets Managed by Firm | $546,222,099 |
| No. of Clients | 1257 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1257 | $546,222,099 |
| Individuals (other than high net worth individuals) | 387 | $128,603,740 |
| High net worth individuals | 127 | $396,645,907 |
| Pension and profit sharing plans | Fewer than 5 clients | $515,437 |
| Charitable organizations | Fewer than 5 clients | $891,309 |
| Corporations or other businesses | 5 | $19,565,706 |
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|---|---|---|---|
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