BFC Capital LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Quincy, Massachusetts
CRD number
299519
Registered since
May 15, 2019

Firm profile

FINTRX

Overview

BFC Capital LLC is organized as a limited liability company and is registered with the SEC (registration year 2019). Public records classify the firm as “unclassified” and identify its ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, does not self-describe as an active ESG investor, and is not listed as a multistate adviser, pension consultant, related adviser, or a newly formed adviser. The firm has not provided public detail about its advisory offerings, target client segments, fee schedules, or day-to-day business activities. That absence of disclosed investment strategy or client-service information makes it difficult to profile positioning or typical client relationships beyond the registration and organizational attributes above.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Joshua Evans

    Joshua Evans

    Managing DirectorCRD 6069991

  • Anita Molino

    Anita Molino

    Managing PartnerCRD 2119343

  • Peter Flynn

    PrincipalCRD 4698688

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Quincy, MA

Norfolk

Location

Quincy, MA

Headquartered in Quincy, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
1266 Furnace Brook Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth