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Home > Retirement Planners > pennsylvania > allentown > BCI SECURITIES, INC.
BCI SECURITIES, INC.
1450 Brickell Avenue
Suite 2850
Miami, Florida 33131
Tel: 305-929-5500
About BCI SECURITIES, INC.
BCI SECURITIES, INC, formally registered with the SEC as BCI SECURITIES, INC. The firm was established in 10/01/2021. They have over 4 offices throughout the country.
BCI SECURITIES, INC. is a Miami, Florida based Financial Planning firm with nearly $320,999,438 assets under management, offering retirement planning & investment advisory services to 527 clients. The firm is staffed with 65 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168047 |
| SEC# | 801-121997 |
| Assets Managed by Firm | $320,999,438 |
| No. of Clients | 527 |
| No. of Advisors | 65 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 527 | $320,999,438 |
| Individuals (other than high net worth individuals) | 361 | $72,069,294 |
| High net worth individuals | 28 | $50,471,312 |
| Corporations or other businesses | 138 | $198,458,832 |
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