|
⚲
|
| BFI Wealth Solutions LLC
✚
| |
|---|---|
| CRD # | 319185 |
| SEC # | 801-130638 |
| CIK # | |
| AUM | $125.0 MM (2024-08-05) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 469-646-0429 |
| Address | 8111 Lyndon B Johnson Fwy Suite 1065 Dallas, TX 75251 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 50.0 |
| (b) Individuals (high net worth individuals) | 75 | 75.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 125.0 |
| By Discretionary | ||
| Discretionary | 542 | 123.0 |
| Non-Discretionary | 8 | 2.0 |
| Total | 550 | 125.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.0 | |
| Total | 550 | 125.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Wealth Advantage Group Inc
✚
|
OH | 0.1 |
|
Breton Financial Inc
✚
|
NJ | 0.1 |
|
EJM Wealth Management LLC
✚
|
FL | 0.1 |
|
Oxford Capital Management Inc
✚
|
VA | 0.1 |
|
The Money Men Inc
✚
|
NY | 0.1 |
|
Taylor Securities Services Inc
✚
|
PA | 0.1 |
|
Orchid Advisory LLC
✚
|
TX | 0.1 |
|
Personal Financial Solutions LLC
✚
|
NJ | 0.1 |
|
Global Wealth Management LC
✚
|
FL | 0.1 |
|
Boyd Capital Management LLC
✚
|
NY | 0.1 |