BFC Planning Inc

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Assets, Funds, Holdings

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BFC Planning Inc
CRD #119682
SEC #801-67427
CIK #
AUM $1.8 BB (2024-03-25)
Employees 200 (100% Investors, 100% Brokers)
Phone319-447-5700
Address4201 42nd Street NE
Cedar Rapids, IA 52402
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
20001600120080040002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 6,417 1,149.4
(b) Individuals (high net worth individuals) 28 634.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 32 5.5
(h) Charitable organizations 15 0.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 55 49.0
(n) Other 0 0.0
Total 8,749 1,839.2
By Discretionary
Discretionary 6,414 1,237.0
Non-Discretionary 2,335 602.2
Total 8,749 1,839.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,839.2
Total 8,749 1,839.2
Related Firms State AUM ($BB)
BFC Planning Inc
IA 1.8
Berthel Fisher & Company Financial Services Inc
IA 0.7
Comparable Firms State AUM ($BB)
Eighteen48 Partners Limited
1.9
Cullinan Associates Inc
KY 1.9
Manitou Investment Management Ltd
1.8
Kathmere Capital Management LLC
PA 1.8
BSW Wealth Partners Inc A Public Benefit Corporation
CO 1.8
Full Sail Capital LLC
OK 1.8
Madison Avenue Securities LLC
CA 1.8
Redhawk Wealth Advisors Inc
MN 1.8
DDD Partners LLC
WA 1.8
Granite FO LLC
NH 1.8
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