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Home > Retirement Planners > new jersey > cherry hill > BCG SECURITIES, INC.
BCG SECURITIES, INC.
51 Haddonfield Road
Suite 210
Cherry Hill, New Jersey 08002
Tel: 856-393-1950
About BCG SECURITIES, INC.
BCG SECURITIES, INC, formally registered with the SEC as BCG SECURITIES, INC. The firm was established in 11/04/1999. They have over 8 offices throughout the country.
BCG SECURITIES, INC. is a Cherry Hill, New Jersey based Financial Planning firm with nearly $685,823,407 assets under management, offering retirement planning & investment advisory services to 1800 clients. The firm is staffed with 55 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 70 |
| SEC# | 801-56943 |
| Assets Managed by Firm | $685,823,407 |
| No. of Clients | 1800 |
| No. of Advisors | 55 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1800 | $685,823,407 |
| Individuals (other than high net worth individuals) | 1800 | $345,891,061 |
| High net worth individuals | 114 | $226,288,677 |
| Other investment advisers | 67 | $113,643,669 |
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|---|---|---|---|
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