$87.8K Total AUM
$87.8K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bank OF America ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2021
- Office Locations
- 1
Office Locations
-- Glendale CA
About Bmcm Finance
Bmcm Finance is a Glendale-based RIA. The firm has been operating for 4 years. Managing $87.8K in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Interactive Brokers.
Team overview
-- AVG AGE
$87.8K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Bruno Miguel Calisto Miranda
Owner
- CRD
- #7411451
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,810 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,810 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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