Assets Under Management
$2.3M
Number of Clients
16
Number of Advisors
1
Average Client AUM
$145K
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)
BCM offers customized investment advisory solutions through personal client contact and discretionary investment management. They identify client goals, risk tolerance, and financial situations to create a portfolio allocation, generally consisting of US-traded equity securities with market capitalizations between $10M and $500M. The firm primarily employs a long-term investment strategy.
3 Pondview Ct, Marlton, NJ, 08053