Bfi Wealth Solutions, LLC
Bfi Wealth Solutions, LLC (CRD# 319185) is a financial advisory firm headquartered in Dallas, TX. They manage $125,000,000 in 550 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bfi Wealth Solutions, LLC
By the Numbers
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Total Assets Under Management125MILLION
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Total Number of Accounts550ACCOUNTS
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Average Account Value$227,273
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Bfi Wealth Solutions, LLC
1
James Clemensen (CRD# 5199235) is an Investment Advisor Representative working at Bfi Wealth Solutions, LLC in Dallas, TX and has over 17 years of experience in the finance industry.
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