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BCS PRIVATE WEALTH MANAGEMENT
47 West River Road
Suite B
Rumson, New Jersey 07760
Tel: 732-291-7272
About BCS PRIVATE WEALTH MANAGEMENT
BCS PRIVATE WEALTH MANAGEMENT, formally registered with the SEC as BCS PRIVATE WEALTH MANAGEMENT. The firm was established in 04/15/2015. They have over 1 offices throughout the country.
BCS PRIVATE WEALTH MANAGEMENT is a Rumson, New Jersey based Financial Planning firm with nearly $339,859,135 assets under management, offering retirement planning & investment advisory services to 509 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174761 |
| SEC# | 801-89173 |
| Assets Managed by Firm | $339,859,135 |
| No. of Clients | 509 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 509 | $339,859,135 |
| Individuals (other than high net worth individuals) | 102 | $27,995,255 |
| High net worth individuals | 99 | $285,363,665 |
| Charitable organizations | 1 | $2,223,188 |
| Corporations or other businesses | 5 | $14,285,940 |
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|---|---|---|---|
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