$44.8M Total AUM
$44.8M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-22-2007
- Office Locations
- 1
Office Locations
-- Midlothian VA
About BGR Advisors
BGR is a bipartisan public affairs firm providing tailored government affairs and full-service public relations support. The team helps U.S.-based and international clients understand how Washington, D.C. and state policy landscapes affect their goals, offering data-driven insight, strategic communications, media outreach, and coalition management. 80+ team members across 5 locations with 36+ years of growth.
Team overview
-- AVG AGE
$44.8M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
B
BOYCE GEORGE REID
Owner
- CRD
- #1721151
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,834,651 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,834,651 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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