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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 $1,839,208,077 assets under management, offering retirement planning & investment advisory services to 8749 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 | $1,839,208,077 |
| No. of Clients | 8749 |
| No. of Advisors | 200 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SOLICITOR FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8749 | $1,839,208,077 |
| Individuals (other than high net worth individuals) | 6417 | $1,149,443,268 |
| High net worth individuals | 28 | $634,569,494 |
| Pension and profit sharing plans | 32 | $5,472,308 |
| Charitable organizations | 15 | $717,497 |
| Corporations or other businesses | 55 | $49,005,510 |
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|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
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| $16,157,423,229 | 212836 | 383 |
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