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Home > Retirement Planners > new york > corning > BCK PARTNERS, INC.
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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