Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > new york > BPBI LLC
BPBI LLC
500 Fifth Avenue 49th Floor
New York, New York 10036
Tel: 9179515150
About BPBI LLC
BPBI LLC, formally registered with the SEC as BPBI LLC. The firm was established in 03/15/2017. They have over 1 offices throughout the country.
BPBI LLC is a New York, New York based Financial Planning firm with nearly $60,972,427 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288133 |
| SEC# | 801-110347 |
| Assets Managed by Firm | $60,972,427 |
| No. of Clients | 8 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $60,972,427 |
| High net worth individuals | 8 | $60,972,427 |
More Retirement Planning firms in New York, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
Explore More Retirement Advisors in New York, New York