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Building 2BCM WEALTH MANAGEMENT

Map pinWILMINGTON, DE
Phone888-369-2261
NotebookSEC #801-110693
Total AUM
$199.5M
Employees
5
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5807 KENNETT PIKE
WILMINGTON
DE 19807
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
888-369-2261
Other Offices
1

ReceiptFinancials

Total AUM
$199.5M
Accounts
63
Discretionary
$199.5M
Accounts
63
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$698.9K
HNW Individual Clients
2
AUM
$11.8M
Pension/Profit Sharing Plan Clients
42
AUM
$175.8M
Corporation or Business Clients
1
AUM
$11.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FEE BASED INSURANCE; WEALTH PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
DEMDNCPASC

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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