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FIRM PROFILE
Overview
BG STRATEGIC ADVISORS LLC is located at 525 South Flagler Drive Suite 200, West Palm Beach, FL 33401 and was first established at Florida, Delaware in 03/14/2002. After operating for 24 years, BG STRATEGIC ADVISORS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BG STRATEGIC ADVISORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. BG STRATEGIC ADVISORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BG STRATEGIC ADVISORS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BG STRATEGIC ADVISORS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BG STRATEGIC ADVISORS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for BG STRATEGIC ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
525 South Flagler Drive Suite 200, West Palm Beach, FL 33401
525 South Flagler Drive Suite 200, West Palm Beach, FL 33401
Small
(561) 932-1600
Delaware since 03/14/2002
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BG STRATEGIC ADVISORS LLC
Charles David Smulevitz
James Turner Fisher
Cynthia Madelyn Jenkins
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