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ONEPOINT BFG WEALTH PARTNERS
PARSIPPANY, NJ
(973) 575-4180
SEC #801-123232Total AUM
$15.1B
Employees
205Clients
8,648Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
300 KIMBALL DRIVE
SUITE 310
PARSIPPANY
NJ 07054
United States
SUITE 310
PARSIPPANY
NJ 07054
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(973) 575-4180
Other Offices
21
Financials
Total AUM
$15.1B
Accounts
28,204Discretionary
$14.5B
Accounts
27,985Non-Discretionary
$669.9M
Accounts
219
Clients
Individual Clients
5,524AUM
$1.9B
HNW Individual Clients
2,934AUM
$12.5B
Pension/Profit Sharing Plan Clients
167AUM
$641.9M
Charitable Organization Clients
1AUM
$1.1M
Corporation or Business Clients
22AUM
$95.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
NON-INVESTMENT CONSULTING/IMPLEMENTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.