Bfe Asset Management, LLC is a large advisory firm based in St. Louis. It manages $103.24 million of regulatory assets for 476 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Colorado, Connecticut, and 14 other states.
Bfe Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and 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 Bfe Asset Management, LLC is $103.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 270% 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 Bfe Asset Management, LLC for their services and products based on a percentage of assets under management 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.
The principal office where Bfe Asset Management, LLC performs its advisory services is located at 10 S Brentwood Boulevard, St. Louis, MO 63105, which is also the mailing address of the firm. An additional office of the firm is in Peoria, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-726-1600 or by fax 314-726-1601. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.benjaminfedwards.com.