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BDFS CAPITAL LLC
REHOBOTH BEACH, DE
302-265-2236
SEC #801-120724Total AUM
$411.3M
Employees
9Clients
762Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
19409 PLANTATION RD
BLDG. 2 UNIT 1
REHOBOTH BEACH
DE 19971
United States
BLDG. 2 UNIT 1
REHOBOTH BEACH
DE 19971
United States
Operating Hours
9:00AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
302-265-2236
Financials
Total AUM
$411.3M
Accounts
1,743Discretionary
$408.3M
Accounts
1,719Non-Discretionary
$3M
Accounts
24
Clients
Individual Clients
681AUM
$193.3M
HNW Individual Clients
75AUM
$212.2M
Charitable Organization Clients
2AUM
$950.9K
Corporation or Business Clients
4AUM
$4.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISORS FEES
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.