BC FINANCIAL

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
NORMANDY PARK, Washington
CRD number
288411
Registered since
October 7, 2024
Fee structure
Percentage of AUM, Performance Based Fees

Firm profile

FINTRX

Overview

BC Financial is organized as a limited liability company and shows SEC registration in 2024. The firm is owned by an individual and is classified as Unclassified in the FINTRX snapshot. According to the profile, BC Financial is not a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Its disclosed fee structure combines a percentage-of-AUM model with the potential for performance-based fees.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • TOBIN BUTCHER

    FounderCRD 4886572

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NORMANDY PARK, WA

KING

Location

NORMANDY PARK, WA

Headquartered in NORMANDY PARK, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
19803 1st Ave S
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth