B
$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2009
- Office Locations
- 1
Office Locations
-- Amazonia MO
About BN Investment, LLC
BN Investment, LLC is a Amazonia-based RIA. The firm has been operating for 16 years. Managing $4.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$211.5K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BUEFORD MAX NELSON
Chief Executive Officer, Principal
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MAX SEAN NELSON
Chief Compliance Officer, Financial Advisor, HEAD TRADER
- CRD
- #3049381
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,865,223 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,865,223 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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