Bfwm LLC
Firm details
- Headquarters
- Holly Springs, North Carolina
- CRD number
- 339127
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bfwm LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm does not engage in capital allocation and is not classified under a specific category within the industry. Bfwm LLC maintains a straightforward fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm does not actively pursue ESG investments and is not affiliated with multi-state advisory practices.
Assets & Accounts
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
Owners & executives
1 of 1
Michael Mccall
COOCRD 8190003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Holly Springs, NC
Wake
Location
Holly Springs, NC
Headquartered in Holly Springs, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 4928 Linksland Dr
- Time zone
- ET (UTC-5)
- Office locations
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