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MT. Laurel, New Jersey
$4.0 billion AUM
3 offices

BC Advisors, LLC is based in MT. Laurel, New Jersey and has $4.0 billion in assets under management.

Location
102 Gaither Drive
Suite 5
MT. Laurel, NJ 08054
$4.0 billion
AUM
7
Employees
AUM Share
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$4,000,105,686
Assets under management
114 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 113 $3,995,114,686 100% $35,354,997
Pension and profit sharing plans 1 $4,991,000 0% $4,991,000
Employees Share
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7
Employees
6
Investment analysts
86% of total employees
AUM per employee Share
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$4,000,105,686
Assets under management
$571,443,669
AUM per employee
$666,684,281
AUM per investment analyst
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Compensation

BC Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

BC Advisors, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 142,982
SEC number 801-67595
Legal structure Limited Liability Company
Legal governance Pennsylvania, United States
Latest ADV filing date March 26, 2020

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