BCR WEALTH STRATEGIES

1952 Urban Center Parkway
Vestavia, Alabama 35242-2594
Tel: 205-298-1234

About BCR WEALTH STRATEGIES

BCR WEALTH STRATEGIES, formally registered with the SEC as BCR WEALTH STRATEGIES. The firm was established in 03/21/2002. They have over 2 offices throughout the country.

BCR WEALTH STRATEGIES is a Vestavia, Alabama based Financial Planning firm with nearly $404,481,198 assets under management, offering retirement planning & investment advisory services to 1115 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119670
SEC#	801-61015
Assets Managed by Firm	$404,481,198
No. of Clients	1115
No. of Advisors	10

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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1115	$404,481,198
Individuals (other than high net worth individuals)	215	$109,016,349
High net worth individuals	113	$269,333,751
Pension and profit sharing plans	3	$13,084,148
Charitable organizations	16	$2,064,951
Corporations or other businesses	2	$10,981,999

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
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