51 Haddonfield Road
Suite 210
Cherry Hill, New Jersey 08002
Tel: 856-393-1950
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 70 |
SEC# | 801-56943 |
Assets Managed by Firm | $685,823,407 |
No. of Clients | 1800 |
No. of Advisors | 55 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1800 | $685,823,407 |
Individuals (other than high net worth individuals) | 1800 | $345,891,061 |
High net worth individuals | 114 | $226,288,677 |
Other investment advisers | 67 | $113,643,669 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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