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BFC Planning Inc
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CRD # | 119682 |
SEC # | 801-67427 |
CIK # | |
AUM | $1.8 BB (2024-03-25) |
Employees | 200 (100% Investors, 100% Brokers) |
Phone | 319-447-5700 |
Address | 4201 42nd Street NE Cedar Rapids, IA 52402 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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
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|
IA | 1.8 |
Berthel Fisher & Company Financial Services Inc
✚
|
IA | 0.7 |
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OK | 1.8 |
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CA | 1.8 |
Redhawk Wealth Advisors Inc
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MN | 1.8 |
DDD Partners LLC
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WA | 1.8 |
Granite FO LLC
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NH | 1.8 |