1018 Harding St., Suite 104
Lafayette, Louisiana 70503
Tel: 337-233-7758
BCM ADVISORS, LLC, formally registered with the SEC as BCM ADVISORS, LLC. The firm was established in 11/06/1998. They have over 1 offices throughout the country.
BCM ADVISORS, LLC is a Lafayette, Louisiana based Financial Planning firm with nearly $515,245,865 assets under management, offering retirement planning & investment advisory services to 512 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107946 |
SEC# | 801-56006 |
Assets Managed by Firm | $515,245,865 |
No. of Clients | 512 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 512 | $515,245,865 |
Individuals (other than high net worth individuals) | 316 | $57,971,922 |
High net worth individuals | 116 | $273,055,301 |
Pension and profit sharing plans | 25 | $30,868,327 |
Corporations or other businesses | 55 | $153,350,315 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$12,683,180,123 | 48067 | 499 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,431,505,745 | 10 | 34 |
$2,302,559,870 | 1808 | 12 | |
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048 | $1,954,920,079 | 12 | 7 |
$1,673,599,482 | 6108 | 36 |
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