BCR WEALTH STRATEGIES - Financial Advisor in Alabama, Vestavia

Tel: 205-298-1234 1952 Urban Center Parkway Vestavia, Alabama 35242-2594

About BCR WEALTH STRATEGIES

BCR WEALTH STRATEGIES is a Vestavia, Alabama based financial advisory firm with nearly $404,481,198 in assets under management and provides investment advisory services for 1115 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

119670

Firm SEC#:

801-61015

Assets Under Management:

$404,481,198

No. of Clients:

1115

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Alabama, vestavia

FirmCRD#:166221

SEC#:801-121714

No. of Advisors:2

No. of Clients:479

AUM:$173,598,369

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

APPROACH RETIREMENT ADVISORS, LLC

166221

801-121714

479

$173,598,369

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