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BGM WEALTH MANAGEMENT
7900 International Drive
Suite 800
Bloomington, Minnesota 55425
Tel: 952-844-2500
About BGM WEALTH MANAGEMENT
BGM WEALTH MANAGEMENT, formally registered with the SEC as BGM WEALTH MANAGEMENT. The firm was established in 11/18/1996. They have over 1 offices throughout the country.
BGM WEALTH MANAGEMENT is a Bloomington, Minnesota based Financial Planning firm with nearly $433,347,404 assets under management, offering retirement planning & investment advisory services to 814 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110483 |
| SEC# | 801-53285 |
| Assets Managed by Firm | $433,347,404 |
| No. of Clients | 814 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 814 | $433,347,404 |
| Individuals (other than high net worth individuals) | 76 | $36,413,742 |
| High net worth individuals | 124 | $396,933,662 |
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