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BCR WEALTH STRATEGIES
Investment Advice|VESTAVIA, AL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$404.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 404.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 119670 |
| SEC Number | 801-61015 |
| Street Address | 1952 URBAN CENTER PARKWAY |
| Location | VESTAVIA, AL 35242-2594 |
| Country | United States |
| Phone | 205-298-1234 |
| Fax | 205-298-1230 |
| Total Employees | 10 |
Client Count by Type (349 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 215 |
| High Net Worth Individual… | 113 |
| Charitable Organizations | 16 |
| Pension/Profit Sharing Pl… | 3 |
| Corporations/Businesses | 2 |
County data not available for this organization.