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BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC
Brookfield Place
250 Vesey Street, 15th Floor
New York, New York 10281
Tel: 2124177000
About BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC
BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC, formally registered with the SEC as BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC. The firm was established in 03/29/2021. They have over 31 offices throughout the country.
BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC is a New York, New York based Financial Planning firm with nearly $34,500,182,467 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 998 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312792 |
| SEC# | 801-120634 |
| Assets Managed by Firm | $34,500,182,467 |
| No. of Clients | 9 |
| No. of Advisors | 998 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $34,500,182,467 |
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