BCM Wealth Management Revenue

Investment Management • Wilmington, Delaware, United States • 1-10 Employees

BCM Wealth Management revenue & valuation

Annual revenue	$24,700,000
Revenue per employee	$4,932,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$79,000,000
Total funding	No funding

Key Contact at BCM Wealth Management

Kim Astin

Director Of Financial Planning and Education

Company overview

Headquarters	5807 Kennett Pike, Wilmington, Delaware 19807, US
Phone number	+18883692261
Website	bcmwealth.com
NAICS	5231
SIC	621
Keywords	401K, Fiduciary, Financial Planning, Investment Management, 403B, Retirement Plan Management, Participant Education, Estate Counseling, Fee Benchmarking And Rfp, Fee Disclosure 404(A)5 - Participant, Fee Disclosure 408(B)2 - Sponsor, Model Allocation Portfolios
Founded	1996
Employees	1-10
Socials

BCM Wealth Management Email Formats

BCM Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@bcmwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@bcmwealth.com	100%

About BCM Wealth Management

BCM has extensive experience in fiduciary investment management for individuals, endowments, and ERISA governed retirement plans - 401(k) and 403(b). In 2020 BCM became the FIRST and ONLY Delaware Investment Advisor to earn the prestigious CEFEX certification. As an independent financial advisory firm, our primary focus is to provide unbiased advice designed to achieve your long term goals.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

BCM Wealth Management has never raised funding before.

Frequently asked questions

BCM Wealth Management is located in Wilmington, Delaware, US.

You can reach BCM Wealth Management at +18883692261.

BCM Wealth Management generates an estimated annual revenue of $24,659,304. This revenue figure reflects the company's market position and business performance in its industry.

BCM Wealth Management has an estimated valuation of $79,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

BCM Wealth Management was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

BCM Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at BCM Wealth Management

Kim Astin

Director Of Financial Planning and Education

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