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Home > Retirement Planners > new mexico > carlsbad > BCO WEALTH MANAGEMENT, LLC
BCO WEALTH MANAGEMENT, LLC
412 N Canal St
Carlsbad, New Mexico 88220
Tel: 575-887-2013
About BCO WEALTH MANAGEMENT, LLC
BCO WEALTH MANAGEMENT, LLC, formally registered with the SEC as BCO WEALTH MANAGEMENT, LLC. The firm was established in 07/08/2022. They have over 1 offices throughout the country.
BCO WEALTH MANAGEMENT, LLC is a Carlsbad, New Mexico based Financial Planning firm with nearly $300,482,599 assets under management, offering retirement planning & investment advisory services to 1111 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322276 |
| SEC# | 801-126061 |
| Assets Managed by Firm | $300,482,599 |
| No. of Clients | 1111 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1111 | $300,482,599 |
| Individuals (other than high net worth individuals) | 440 | $92,646,053 |
| High net worth individuals | 84 | $175,521,426 |
| Pension and profit sharing plans | 4 | $12,081,113 |
| Charitable organizations | 5 | $18,976,672 |
| Corporations or other businesses | 3 | $1,257,335 |
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|---|---|---|---|
| $41,832,394,631 | 750 | 202 | |
| $3,279,256,426 | 999 | 26 | |
| $1,004,648,408 | 1227 | 14 | |
| $758,200,188 | 2212 | 12 | |
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