Bpm Advisors, Inc. is a pension cosultant based in Palo Alto. It manages $1.55 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Nevada.
Bpm Advisors provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bpm Advisors, Inc. is $1.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bpm Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joshua David Scheibley joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bpm Advisors, Inc. performs its advisory services is located at 2000 University Ave, Palo Alto, CA 94303, which is also the mailing address of the firm. An additional office of the firm is in Walnut Creek, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-855-6800 or by fax 650-855-6899. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at bpmadvisorsinc.com.