Bcg Securities, Inc. is a large advisory firm based in Cherry Hill. It manages $516.16 million of regulatory assets for 1,694 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 35 other states.
Bcg Securities provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bcg Securities, Inc. is $516.16 million. The firm's AUM has grown by 806% 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 Bcg Securities, Inc. for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, other investment advisers, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Bcg Securities is individuals with 1,602 clients and $206.42 million of assets under management. Among the 10 most similar advisory firms, Bcg Securities has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $516.16 million for 1,853 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bcg Securities doesn't advise any private funds.
The company employs 85 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. 35 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Beau Christian Adams joined the executive team most recently as the Vice President.
The principal office where Bcg Securities, Inc. performs its advisory services is located at 51 Haddonfield Road, Cherry Hill, NJ 08002 The mailing address of the firm is 51 Haddonfield Road, Cherry Hill, NJ 08002. An additional office of the firm is in Wayne, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 856-393-1950 or by fax 856-824-1475. The normal business hours are 8:00am-4:30pm on Monday - Friday. You can find more information about the New York firm at bcgsecurities.com.