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BGM WEALTH PARTNERS
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BGM WEALTH PARTNERS
(CRD# 110483)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Bloomington, MN.
The SEC approved the firm to operate as an RIA in
Nov 1996.
In
Mar 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$345.2 Million,
and has discretion over
98%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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BGM WEALTH PARTNERS
also reported in
Mar 2018:
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6
employees,
with
4
performing advisory functions.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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BGM WEALTH PARTNERS has no disclosure events reported to the SEC at this time.
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BGM WEALTH PARTNERS has Notice Filings with the following State Securities Authorities:
MN-Jan 1997, TX-Mar 1998
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The information presented above was gleaned from the SEC
website and is believed to be accurate.
FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
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contact FindingFraud.org with questions or concerns.
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