Bemrose Consulting, LLC
RIAState Registered
Total AUM
$7.1M
Discretionary
$7.1M
100% of AUM
Avg account
$645K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336784
- Website
- www.bemrose-us.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI97.19%
- Individuals2.24%
- Corporations / Businesses0.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Bemrose Consulting, LLC is a New York–based limited liability company owned by an individual and focused on advising individuals and small businesses. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-AUM fees, hourly fees and performance-based fees. Bemrose reports that it does not pursue ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Synthesis Capital Group
RIAAUM $7.1MTEAM 2REPS 2
Karp & Associates
RIAAUM $7.1MTEAM 1REPS 1
J.P. Aubry Wealth Advisors, LLC
RIAOrlando, FL
AUM $7.1MTEAM 1REPS 1
Redmont Capital
RIABirmingham, AL
AUM $7.1MTEAM 4REPS 3
Grand Ridge Capital, LLC
RIAAUM $7.1MTEAM 1REPS 1
Mende Financial Council, Inc.
RIAAUM $7.1MTEAM 1REPS 1