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
8111 Lyndon B Johnson Fwy Suite 1065, Suite 1065, Dallas, TX 75251
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bfi Wealth Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Clemensen, financial advisor Dallas TX
James Clemensen
CRD#: 5199235
8111 Lyndon B Johnson Fwy Suite 1065, Suite 1065, Dallas, TX 75251

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.

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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