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Building 2BMS FINANCIAL ADVISORS, LLC

Map pinRAPID CITY, SD
Phone605-341-1555
NotebookSEC #801-79498
Total AUM
$388M
Employees
10
Clients
996

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1508 MOUNTAIN VIEW ROAD
RAPID CITY
SD 57702
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
605-341-1555

ReceiptFinancials

Total AUM
$388M
Accounts
2,292
Discretionary
$381.7M
Accounts
2,261
Non-Discretionary
$6.2M
Accounts
31

ContactClients

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Individual Clients
818
AUM
$190M
HNW Individual Clients
172
AUM
$196.1M
Charitable Organization Clients
5
AUM
$1.5M
Corporation or Business Clients
1
AUM
$347.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOMNMTNDNEORSDTXWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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