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BCG SECURITIES, INC.

51 Haddonfield Road
Suite 210
Cherry Hill, New Jersey 08002
Tel: 856-393-1950

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About BCG SECURITIES, INC.

BCG SECURITIES, INC, formally registered with the SEC as BCG SECURITIES, INC. The firm was established in 11/04/1999. They have over 8 offices throughout the country.

BCG SECURITIES, INC. is a Cherry Hill, New Jersey based Financial Planning firm with nearly $685,823,407 assets under management, offering retirement planning & investment advisory services to 1800 clients. The firm is staffed with 55 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#70
SEC#801-56943
Assets Managed by Firm$685,823,407
No. of Clients1800
No. of Advisors55

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

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 ClientsAUM
Firm Total1800$685,823,407
Individuals (other than high net worth individuals)1800$345,891,061
High net worth individuals114$226,288,677
Other investment advisers67$113,643,669

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BLACKROCK INVESTMENT MANAGEMENT, LLC
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