BPC ADVISORS LLC

6390 Fly Road
2nd Floor
East Syracuse, New York 13057
Tel: (315) 430-7700

About BPC ADVISORS LLC

BPC ADVISORS LLC, formally registered with the SEC as BPC ADVISORS LLC. The firm was established in 06/20/2019. They have over 1 offices throughout the country.

BPC ADVISORS LLC is a East Syracuse, New York based Financial Planning firm with nearly $142,150,840 assets under management, offering retirement planning & investment advisory services to 405 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284429
SEC#	801-116828
Assets Managed by Firm	$142,150,840
No. of Clients	405
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	405	$142,150,840
Individuals (other than high net worth individuals)	75	$21,040,620
High net worth individuals	52	$120,409,883
Corporations or other businesses	Fewer than 5 clients	$700,337

More Retirement Planning firms in East Syracuse, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
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
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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