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BPS CAPITAL MANAGEMENT, INC.
7900 International Drive
Suite 1050
Bloomington, Minnesota 55425
Tel: 952-893-0177
About BPS CAPITAL MANAGEMENT, INC.
BPS CAPITAL MANAGEMENT, INC, formally registered with the SEC as BPS CAPITAL MANAGEMENT, INC. The firm was established in 03/01/2002. They have over 1 offices throughout the country.
BPS CAPITAL MANAGEMENT, INC. is a Bloomington, Minnesota based Financial Planning firm with nearly $3,459,134,754 assets under management, offering retirement planning & investment advisory services to 72 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120006 |
| SEC# | 801-61019 |
| Assets Managed by Firm | $3,459,134,754 |
| No. of Clients | 72 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CAPPED FEES: AUM UNTIL CAP IS REACHED)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 72 | $3,459,134,754 |
| High net worth individuals | 14 | $110,285,397 |
| Charitable organizations | 3 | $40,318,091 |
| Corporations or other businesses | 4 | $18,250,899 |
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