Overview
Assets Under Management: $1.8 billion
Headquarters: CEDAR RAPIDS, IA
High-Net-Worth Clients: 28
Average Client Assets: $23 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.50
Average High-Net-Worth Client Assets: $23 million
Total Client Accounts: 8,749
Discretionary Accounts: 6,414
Non-Discretionary Accounts: 2,335
Regulatory Filings
CRD Number: 119682
Last Filing Date: 2024-03-25 00:00:00
Website: HTTPS://WWW.BFCPLANNING.COM