Sign in
Create a free account
BCR WEALTH STRATEGIES
VESTAVIA, AL
205-298-1234
SEC #801-61015Total AUM
$528.1M
Employees
11Clients
362Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1952 URBAN CENTER PARKWAY
VESTAVIA
AL 35242-2594
United States
VESTAVIA
AL 35242-2594
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
205-298-1234
Other Offices
1
Financials
Total AUM
$528.1M
Accounts
1,219Discretionary
$528.1M
Accounts
1,219Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
227AUM
$135.8M
HNW Individual Clients
127AUM
$361.5M
Pension/Profit Sharing Plan Clients
3AUM
$14.5M
Charitable Organization Clients
3AUM
$4.5M
Corporation or Business Clients
2AUM
$11.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCAFLGANJNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.