Bfn Asset Management, Inc. is a large advisory firm based in Manitowoc. It manages $33.6 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Wisconsin.
Bfn Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing 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 Bfn Asset Management, Inc. is $33.6 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bfn Asset Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel James Lalko has been acting as President since 1 Nov 2005. Steven David Ferris joined the executive team most recently as the President And Chief Compliance Officer.
The principal office where Bfn Asset Management, Inc. performs its advisory services is located at 402 N. 8 Th Street, Manitowoc, WI 54221, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 920-652-3205 or by fax 920-793-4637. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.