B&C FINANCIAL ADVISORS

110 Professional Drive
Suite 101
Ponte Vedra Beach, Florida 32082
Tel: 904-273-9850

About B&C FINANCIAL ADVISORS

B&C FINANCIAL ADVISORS, formally registered with the SEC as B&C FINANCIAL ADVISORS. The firm was established in 05/13/1998. They have over 1 offices throughout the country.

B&C FINANCIAL ADVISORS is a Ponte Vedra Beach, Florida based Financial Planning firm with nearly $546,222,099 assets under management, offering retirement planning & investment advisory services to 1257 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110295
SEC#	801-55533
Assets Managed by Firm	$546,222,099
No. of Clients	1257
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1257	$546,222,099
Individuals (other than high net worth individuals)	387	$128,603,740
High net worth individuals	127	$396,645,907
Pension and profit sharing plans	Fewer than 5 clients	$515,437
Charitable organizations	Fewer than 5 clients	$891,309
Corporations or other businesses	5	$19,565,706

More Retirement Planning firms in Ponte Vedra Beach, Florida:

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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