|
⚲
|
| BCG Securities Inc
✚
| |
|---|---|
| CRD # | 70 |
| SEC # | 801-56943 |
| CIK # | 0000009319 |
| AUM | $685.8 MM (2024-05-28) |
| Employees | 55 (55% Investors, 64% Brokers) |
| Phone | 856-393-1950 |
| Address | 51 Haddonfield Road Cherry Hill, NJ 08002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,800 | 345.9 |
| (b) Individuals (high net worth individuals) | 114 | 226.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 67 | 113.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,800 | 685.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,800 | 685.8 |
| Total | 1,800 | 685.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 685.8 | |
| Total | 1,800 | 685.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Atlantic Private Wealth LLC
✚
|
NC | 0.7 |
|
Scott Capital Partners LLP
✚
|
0.7 | |
|
Decisionpoint Financial LLC
✚
|
AZ | 0.7 |
|
McGlone Suttner Wealth Management Inc
✚
|
WI | 0.7 |
|
Detalus Advisors LLC
✚
|
MO | 0.7 |
|
AssetBuilder Inc
✚
|
TX | 0.7 |
|
Brown Miller Wealth Management LLC
✚
|
VA | 0.7 |
|
CW Investment Advisers LLC
✚
|
CA | 0.7 |
|
Montag & Caldwell LLC
✚
|
GA | 0.7 |
|
Elwood & Goetz Wealth Advisory Group LLC
✚
|
GA | 0.7 |