B P Financial Associates, LLC
RIASEC Registered
Total AUM
$55.5M
Discretionary
$53.9M
97% of AUM
Avg account
$234K
Accounts
237
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 166548
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals68.02%
- HNWI31.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
B P Financial Associates, LLC is a small, privately owned advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and serves individual and family clients. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or capital allocator. Registration details are limited in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Blake Parrish
Managing MemberCRD 5810547
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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