Directory of Professional Retirement Planners
National Coverage
Local Professionals
BCWM
14221 Metcalf Ave
Suite 201
Overland Park, Kansas 66223
Tel: 913-685-2300
About BCWM
BCWM, formally registered with the SEC as BCWM. The firm was established in 08/02/2007. They have over 1 offices throughout the country.
BCWM is a Overland Park, Kansas based Financial Planning firm with nearly $596,893,072 assets under management, offering retirement planning & investment advisory services to 350 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144748 |
| SEC# | 801-68214 |
| Assets Managed by Firm | $596,893,072 |
| No. of Clients | 350 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (GENERAL FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 350 | $596,893,072 |
| Individuals (other than high net worth individuals) | 174 | $59,689,307 |
| High net worth individuals | 176 | $537,203,765 |
More Retirement Planning firms in Overland Park, Kansas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Overland Park, Kansas