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

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