BCK PARTNERS, INC.

27 East Market Street
Corning, New York 14830
Tel: (607) 654-1182

About BCK PARTNERS, INC.

BCK PARTNERS, INC, formally registered with the SEC as BCK PARTNERS, INC. The firm was established in 03/23/2016. They have over 1 offices throughout the country.

BCK PARTNERS, INC. is a Corning, New York based Financial Planning firm with nearly $191,102,881 assets under management, offering retirement planning & investment advisory services to 604 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	181512
SEC#	801-107484
Assets Managed by Firm	$191,102,881
No. of Clients	604
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	604	$191,102,881
Individuals (other than high net worth individuals)	144	$47,143,047
High net worth individuals	76	$142,497,914
Charitable organizations	1	$727,954
Corporations or other businesses	2	$733,966

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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