8730 Georgia Avenue
Suite 500
Silver Spring, Maryland 20910
Tel: 301-562-7300
BNB WEALTH MANGAGEMENT, LLC, formally registered with the SEC as BNB WEALTH MANGAGEMENT, LLC. The firm was established in 02/07/1997. They have over 5 offices throughout the country.
BNB WEALTH MANGAGEMENT, LLC is a Silver Spring, Maryland based Financial Planning firm with nearly $252,000,000 assets under management, offering retirement planning & investment advisory services to 519 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107702 |
SEC# | 801-53808 |
Assets Managed by Firm | $252,000,000 |
No. of Clients | 519 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 519 | $252,000,000 |
Individuals (other than high net worth individuals) | 348 | $103,000,000 |
High net worth individuals | 139 | $114,000,000 |
Pension and profit sharing plans | 7 | $9,000,000 |
Charitable organizations | 2 | $15,000,000 |
Corporations or other businesses | 23 | $11,000,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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