BCO WEALTH MANAGEMENT, LLC is a Carlsbad, New Mexico based financial advisory firm with nearly $240,717,249 in assets under management and provides investment advisory services for 1062 clients. There are currently 2 financial advisors at the firm.
General Information |
Firm CRD#: | 322276 | |
SEC#: | 801-126061 | |
Assets under Management: | $240,717,249 | |
No. of Clients: | 1062 | |
No. of Advisors: | 2 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors | |
Fee Structure: | A Percentage of AUM, Fixed Fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
OAKMONT ADVISORY GROUP, LLC | 158890 | 801-128685 | 962 | 7 | $107,804,446 |
CROSS STATE FINANCIAL GROUP LLC | 282011 | 801-117843 | 861 | 10 | $117,205,050 |
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | 164970 | 801-120599 | 766 | 6 | $111,161,223 |
CROW FINANCIAL ADVISORS | 114077 | 801-120860 | 582 | 3 | $119,085,618 |
SANDIA WEALTH MANAGEMENT, LLC | 159402 | 801-122537 | 538 | 4 | $140,894,100 |
FINANCIAL PARTNERS, LLC | 170002 | 801-110092 | 363 | 4 | $99,538,508 |
SKLAR CAPITAL ADVISORS, LLC | 286554 | 801-125789 | 275 | 3 | $98,310,944 |
MERIDIAN WEALTH ADVISORS, LLC | 140991 | 801-127570 | 251 | 1 | $108,271,092 |
HANSEATIC MANAGEMENT SERVICES INC | 107110 | 801-49508 | 114 | 4 | $106,000,000 |