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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