B
CRD: 167309
BG Financial Advisors, LLC
Beaufort, SC
3035185548
$9.6M Total AUM
$9.6M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2013
- Office Locations
- 1
Office Locations
-- Beaufort SC
About BG Financial Advisors, LLC
BG Financial Advisors, LLC is a Beaufort-based RIA. The firm has been operating for 12 years. Managing $9.6M in total assets under management, with 1 advisory representatives. They custody assets with SEI. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
76 AVG AGE
$9.6M AVG AUM / ADVISOR
$874.3K AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Vector
Investment Themes
Insight Foundation vital Oak crest
Investment Vehicles
Radial bridge
Services
Foundation ember Atlas vital Value Wave Fusion ember Vital beacon Alpha delta
Owner & Executives
ROBERT LEONARD GREEN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #705199
- Ownership
- 75% or more
(681) 777-7442
optima.matrix@momentumcapital.com
in linkedin.com/in/unison-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,616,790 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,616,790 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,616,790
Equity - Exchange:
14.3% Corporate - Investment Grade:
20.0% Municipal Bonds:
19.6% U.S. Government/Agency:
17.1% Cash:
11.6% Corporate - Non-Investment Grade:
11.8% Derivatives:
5.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,074,359,494 | 14.3% |
| Corporate - Investment Grade | $1,502,600,691 | 20.0% |
| Municipal Bonds | $1,472,548,678 | 19.6% |
| U.S. Government/Agency | $1,284,723,591 | 17.1% |
| Cash | $871,508,401 | 11.6% |
| Corporate - Non-Investment Grade | $886,534,408 | 11.8% |
| Derivatives | $420,728,194 | 5.6% |
| Total | $7,513,003,457 | 100.0% |