BFI WEALTH SOLUTIONS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 319185
- Registered since
- July 5, 2024
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.07%
- Individuals37.93%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
BFI Wealth Solutions, LLC is a fee-based advisory firm that manages portfolios for individual and family clients and small businesses. The firm charges fees based on assets under management and lists portfolio management for individuals and small businesses as its primary advisory activity. BFI reports an affiliation with an accountant and is registered with the SEC as of 2024. It does not identify as a multi-state or pension consultant adviser, and it does not self-classify as a capital allocator or an active ESG investor.
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 Funds85%
- US Government Bonds8%
- Exchange Traded Equities6%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1JAMES CLEMENSEN
Chief Executive OfficerCRD 5199235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$103M in ETFs
30%
$31.3M
69%
$71.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $6.4M | 127,829 | 6.24% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 8111 Lyndon B Johnson Fwy
- Time zone
- CT (UTC-6)
- Office locations
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