Assets Under Management
$151.2M
Number of Clients
142
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$75.6M
Compensation
Fee-Only (AUM)
BGIA offers asset management services through separately managed accounts, typically for clients with at least $1 million in investable assets. They build customized portfolios, often using municipal bonds, and may engage third-party managers. They also manage customized portfolios for sophisticated high-net-worth individuals. BGIA may assist clients with IPOs and trade in fixed income new issues and equity secondary offerings.
6001 Broken Sound Parkway Nw, Suite 426, Boca Raton, FL, 33487