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BCAS
1 Bedford Farms Dr
Suite 102
Bedford, New Hampshire 03110
Tel: 603-668-4353
About BCAS
BCAS, formally registered with the SEC as BCAS. The firm was established in 10/25/1985. They have over 1 offices throughout the country.
BCAS is a Bedford, New Hampshire based Financial Planning firm with nearly $346,387,223 assets under management, offering retirement planning & investment advisory services to 620 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105666 |
| SEC# | 801-25587 |
| Assets Managed by Firm | $346,387,223 |
| No. of Clients | 620 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 620 | $346,387,223 |
| Individuals (other than high net worth individuals) | 145 | $46,382,005 |
| High net worth individuals | 106 | $194,908,841 |
| Pension and profit sharing plans | 16 | $77,580,943 |
| Charitable organizations | 3 | $26,201,707 |
| Corporations or other businesses | 1 | $1,313,727 |
More Retirement Planning firms in Bedford, New Hampshire:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
| $3,554,771,000 | 18 | 23 | |
| $3,108,813,749 | 1858 | 45 |
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