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 $666,235,191 assets under management, offering retirement planning & investment advisory services to 493 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107946 |
SEC# | 801-56006 |
Assets Managed by Firm | $666,235,191 |
No. of Clients | 493 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 493 | $666,235,191 |
Individuals (other than high net worth individuals) | 260 | $65,354,780 |
High net worth individuals | 148 | $411,128,117 |
Pension and profit sharing plans | 25 | $27,572,704 |
Corporations or other businesses | 60 | $162,179,590 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
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