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Home > Retirement Planners > iowa > cedar rapids > BFC PLANNING, INC.
BFC PLANNING, INC.
4201 42nd Street Ne
Suite 100
Cedar Rapids, Iowa 52402
Tel: 319-447-5700
About BFC PLANNING, INC.
BFC PLANNING, INC, formally registered with the SEC as BFC PLANNING, INC. The firm was established in 01/03/2007. They have over 136 offices throughout the country.
BFC PLANNING, INC. is a Cedar Rapids, Iowa based Financial Planning firm with nearly $1,477,309,181 assets under management, offering retirement planning & investment advisory services to 8990 clients. The firm is staffed with 200 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119682 |
| SEC# | 801-67427 |
| Assets Managed by Firm | $1,477,309,181 |
| No. of Clients | 8990 |
| No. of Advisors | 200 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other(SOLICITOR FEE)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8990 | $1,477,309,181 |
| Individuals (other than high net worth individuals) | 8684 | $1,011,548,408 |
| High net worth individuals | 277 | $446,764,789 |
| Pension and profit sharing plans | Fewer than 5 clients | $563,329 |
| Corporations or other businesses | 27 | $18,432,655 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $279,108,496,692 | 13656 | 1925 | |
| $93,670,595,774 | 1522 | 484 | |
| $87,349,594,698 | 210 | 289 | |
| $82,427,818,654 | 461370 | 3352 | |
| $9,416,854,861 | 46075 | 1430 |
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