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BWCP, LP
2401 Cedar Springs Road
Suite 330
Dallas, Texas 75201
Tel: 214-238-5792
About BWCP, LP
BWCP, LP, formally registered with the SEC as BWCP, LP. The firm was established in 07/30/2021. They have over 1 offices throughout the country.
BWCP, LP is a Dallas, Texas based Financial Planning firm with nearly $515,980,061 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305638 |
| SEC# | 801-121967 |
| Assets Managed by Firm | $515,980,061 |
| No. of Clients | 5 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $515,980,061 |
| Other investment advisers | Fewer than 5 clients | $48,568,540 |
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