BMS FINANCIAL ADVISORS, LLC
Total AUM
$388M
Employees
10Clients
996Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1508 MOUNTAIN VIEW ROAD
RAPID CITY
SD 57702
United States
RAPID CITY
SD 57702
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
605-341-1555
Financials
Total AUM
$388M
Accounts
2,292Discretionary
$381.7M
Accounts
2,261Non-Discretionary
$6.2M
Accounts
31
Clients
Individual Clients
818AUM
$190M
HNW Individual Clients
172AUM
$196.1M
Charitable Organization Clients
5AUM
$1.5M
Corporation or Business Clients
1AUM
$347.3K
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
AZCOMNMTNDNEORSDTXWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.