Adviser Profile
| As of Date | 07/07/2024 |
| Registration status | Registration Changed to BFI WEALTH SOLUTIONS, LLC |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 469 xxxxxxx |
| AUM* | 125,000,000 |
| of that, discretionary | 123,000,000 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 227,273 |
| % High Net Worth | 33.33% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds