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| Happy Holidays!! thanks for using AUM13F!! |
| BCI Securities Inc
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| CRD # | 168047 |
| SEC # | 801-121997 |
| CIK # | 0001577928 |
| AUM | $295.2 M (2025-05-02) |
| Employees | 68 (46% Investors, 88% Brokers) |
| Phone | 305-929-5500 |
| Address | 1450 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 26.5 |
| (b) Individuals (high net worth individuals) | 80 | 97.6 |
| (c) Banking or thrift institutions | 2 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 198 | 171.1 |
| (n) Other | 0 | 0.0 |
| Total | 430 | 295.2 |
| By Discretionary | ||
| Discretionary | 321 | 202.3 |
| Non-Discretionary | 109 | 92.9 |
| Total | 430 | 295.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 275.4 | |
| United States Persons | 19.8 | |
| Total | 430 | 295.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paradigm Strategies in Wealth Management LLC
✚
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MN | 0.3 |
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BWM Planning LLC
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TX | 0.3 |
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Kilner Capital Advisors LLC
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MD | 0.3 |
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The Palmer Knight Company
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FL | 0.3 |
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Retirement Capital Strategies Inc
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CA | 0.3 |
|
Odyssey Personal Financial Advisors LLC
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GA | 0.3 |
|
Gebhardt Group Inc
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CA | 0.3 |
|
Quantum Portfolio Management LLC
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NY | 0.3 |
|
VCI Wealth Management LLC
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|
MO | 0.3 |
|
Molly B Investment Group LLC
✚
|
GA | 0.3 |