Be advised. This firm is no longer registered.

Bci Wealth & Asset Management

Bci Wealth & Asset Management (CRD# 131908) is a financial advisory firm headquartered in Jacksonville, FL. They manage $3,266,249 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6817 Southpoint Parkway, Suite 1301, Jacksonville, FL 32216
http://www.bciwam.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $93,321
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Bci Wealth & Asset Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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