Assets Under Management
$324.6M
Number of Clients
512
Number of Advisors
10
Average Client AUM
$634K
AUM per Advisor
$32.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
BDT & Associates, Inc. provides financial planning services based on individual client needs. They direct clients to third-party investment advisers for ongoing portfolio management. BDT does not have direct portfolio management or custody of client funds.
2615 East 24th Street, Suite 2, Yuma, AZ, 85365