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| Happy Holidays!! thanks for using AUM13F!! |
| BCG Securities Inc
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| CRD # | 70 |
| SEC # | 801-56943 |
| CIK # | 0000009319 |
| AUM | $740.0 M (2025-05-21) |
| Employees | 55 (51% Investors, 64% Brokers) |
| Phone | 856-393-1950 |
| Address | 51 Haddonfield Road Cherry Hill, NJ 08002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,660 | 247.4 |
| (b) Individuals (high net worth individuals) | 190 | 373.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 67 | 119.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,900 | 740.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,900 | 740.0 |
| Total | 1,900 | 740.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 740.0 | |
| Total | 1,900 | 740.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lifeworks Advisors LLC
✚
|
MI | 0.7 |
|
Permanent Capital Management LP
✚
|
IL | 0.7 |
|
Karma Capital Advisors PVT Ltd
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|
0.7 | |
|
Strategy Asset Managers LLC
✚
|
CA | 0.7 |
|
Lynch & Associates Inc
✚
|
IN | 0.7 |
|
Optas LLC
✚
|
TX | 0.7 |
|
Bridgewealth Advisory Group LLC
✚
|
CA | 0.7 |
|
Advanced Asset Management Advisors Inc
✚
|
OH | 0.7 |
|
Scott Capital Partners LLP
✚
|
0.7 | |
|
3Chopt Investment Partners LLC
✚
|
VA | 0.7 |