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| Keyboard |
| BCG Securities Inc
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|---|---|
| CRD # | 70 |
| SEC # | 801-56943 |
| CIK # | 0000009319 |
| AUM | 894.2 M (2026-05-11) |
| Employees | 55 (60% Investors, 67% Brokers) |
| Phone | 856-393-1950 |
| Address | 51 Haddonfield Road Cherry Hill, NJ 08002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,891 | 425.9 |
| (b) Individuals (high net worth individuals) | 169 | 326.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 65 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 56 | 141.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,100 | 894.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,100 | 894.2 |
| Total | 2,100 | 894.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 894.2 | |
| Total | 2,100 | 894.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2,100 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
SFAM LLC
✚
|
IL | 896.5 M |
|
Key Client Fiduciary Advisors LLC
✚
|
NJ | 896.3 M |
|
Atlantic Private Wealth LLC
✚
|
NC | 894.0 M |
|
Compass Financial Management LLC
✚
|
FL | 893.8 M |
|
Vance Wealth LLC
✚
|
CA | 893.6 M |
|
Autopilot Advisers LLC
✚
|
NY | 892.4 M |
|
Investment Partners Ltd
✚
|
OH | 892.3 M |
|
Headinvest LLC
✚
|
ME | 891.8 M |
|
Swisspartners Advisors AG
✚
|
891.8 M | |
|
Southland Equity Partners LLC
✚
|
891.5 M |