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

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