BCK Partners Inc

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BCK Partners Inc
CRD #181512
SEC #801-107484
CIK #0001845867
AUM $185.0 M (2025-03-21)
Employees 5 (40% Investors, 0% Brokers)
Phone607-654-1182
Address27 East Market Street
Corning, NY 14830
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
200160120804002011201620212026
Sector Form 13F Holdings Value ($M)
Corning Inc /NY 1.4
Apple Inc 0.9
Amazon Com Inc 0.6
Johnson & Johnson 0.4
Norfolk Southern Corp 0.4
UnitedHealth Group Inc 0.4
Microsoft Corp 0.4
Exxon Mobil Corp 0.3
Nvidia Corp 0.3
FPL Group Inc 0.2
View All
Holdings by Sector ($M)
2502001501005002019202120232026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 98 35.2
(b) Individuals (high net worth individuals) 66 149.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 0.5
(n) Other 0 0.0
Total 465 185.0
By Discretionary
Discretionary 465 185.0
Non-Discretionary 0 0.0
Total 465 185.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 185.0
Total 465 185.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001845867]
Comparable Firms State AUM ($B)
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The William Allan Corporation
CO 0.2
Advisor Share Wealth Management LLC
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IBN Advisory Services Inc
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Garton and Associates Financial Advisors LLC
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Catalyst Financial NW Corporation
OR 0.2
CBM Financial LLC
TX 0.2
Black Point Wealth Management LLC
0.2
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