B
CRD: 147174
BCF LAW Group, LLC
South Boston, MA
5085771037
$45.0M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2008
- Office Locations
- 1
Office Locations
-- South Boston MA
About BCF LAW Group, LLC
BCF LAW Group, LLC is a South Boston-based RIA. The firm has been operating for 17 years. Managing $45.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and John Hancock. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$45.0M AVG AUM / ADVISOR
$818.9K AVG AUM / CLIENT
18 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Focus Unison
Client Personas
Eagle summit
Investment Themes
Focus crest Value
Investment Vehicles
Meridian
Services
Summit frontier Value Beacon Meridian atlas Signal horizon Insight frontier
Owner & Executives
B
BRIAN CHRISTOPHER FOLEY
Insurance Agent, Manager
- CRD
- #2869565
- Ownership
- 75% or more
(367) 765-1362
glacier.beacon@horizoncapital.com
in linkedin.com/in/north-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,040,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,040,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,040,000
Equity - Exchange:
17.0% Public Funds:
32.5% Cash:
32.3% Private Funds:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $360,018,182 | 17.0% |
| Public Funds | $688,270,054 | 32.5% |
| Cash | $684,034,546 | 32.3% |
| Private Funds | $385,431,231 | 18.2% |
| Total | $2,117,754,013 | 100.0% |