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Home > Retirement Planners > washington > seattle > BAC CAPITAL ADVISORS LLC
BAC CAPITAL ADVISORS LLC
601 Union St.
Suite 1450
Seattle, Washington 98101
Tel: 206-625-1800
About BAC CAPITAL ADVISORS LLC
BAC CAPITAL ADVISORS LLC, formally registered with the SEC as BAC CAPITAL ADVISORS LLC. The firm was established in 01/17/2002. They have over 1 offices throughout the country.
BAC CAPITAL ADVISORS LLC is a Seattle, Washington based Financial Planning firm with nearly $287,900,836 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116816 |
| SEC# | 801-60832 |
| Assets Managed by Firm | $287,900,836 |
| No. of Clients | 41 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 41 | $287,900,836 |
| Individuals (other than high net worth individuals) | 1 | $697,222 |
| High net worth individuals | 2 | $3,322,293 |
| Pension and profit sharing plans | 35 | $283,881,321 |
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