BMS FINANCIAL ADVISORS, LLC
  • BMS FINANCIAL ADVISORS, LLC
  • BOYLE MAHER SLUSARSKI, LLC

Adviser Profile

As of Date 11/11/2023
Registration status Terminated
ADV Location RAPID CITY, SD, United States
Contact Info 605 xxxxxxx
Websites
AUM* 387,987,280 -5%
of that, discretionary 381,740,692 -5%
Number of Employees 10 -9%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 171,600 -13%
% High Net Worth 17.37% 30%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

402M 345M 287M 230M 172M 115M 57M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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