Assets Under Management
$740.0M
Number of Clients
1,963
Number of Advisors
32
Average Client AUM
$377K
AUM per Advisor
$23.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
BCG Securities offers continuous investment advice based on client needs, managing portfolios on a discretionary or non-discretionary basis. They may use sub-advisers and third-party managers. Financial planning services include a comprehensive evaluation of a client's financial state. They also offer pension consulting and wealth management services.
51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002