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BDO WEALTH ADVISORS, LLC
JACKSONVILLE, FL
904.396.4015
SEC #801-108306Total AUM
$3B
Employees
43Clients
1,489Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1301 RIVERPLACE BLVD.
SUITE 900
JACKSONVILLE
FL 32207
United States
SUITE 900
JACKSONVILLE
FL 32207
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
904.396.4015
Other Offices
6
Financials
Total AUM
$3B
Accounts
4,125Discretionary
$2.2B
Accounts
3,726Non-Discretionary
$800.9M
Accounts
399
Clients
Individual Clients
773AUM
$120.5M
HNW Individual Clients
678AUM
$2.3B
Charitable Organization Clients
10AUM
$30.1M
Corporation or Business Clients
28AUM
$602.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ADVISED ASSETS
Compliance
Disclosures
Other Regulator False Statement/DishonestyPending Civil ProceedingSEC/CFTC False Statement FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACOFLGAILMAMDMONCNHNJNYPATXUTVA
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.