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Bca Private Wealth, Inc.

● SEC registered since 2021CRD 140913SEC# 801-120268Greenville, SC
Export (members)
Reg. AUM
$262.3M
Employees
5
Accounts
1,267
Location
Greenville, SC

Bca Private Wealth, Inc. assets under management

Bca Private Wealth, Inc. is an investment advisory firm registered with the SEC based in Greenville, SC. The firm has been registered since 2021. It reports $262.3 million in regulatory assets under management and employs 5 people.
www.greenvillefinancialplanning.comView on SEC.gov ↗

Bca Private Wealth, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Anthony R Colancecco ControlChief Operating Officer / Chief Compliance OfficerUnder 5%2019
James Bryan Keith Ballentine ControlPresidentOver 75%2006

Frequently asked questions

How much does Bca Private Wealth, Inc. manage?

Bca Private Wealth, Inc. reports $262.3 million in regulatory assets under management on its Form ADV.

How many employees does Bca Private Wealth, Inc. have?

Bca Private Wealth, Inc. reports 5 employees.

Where is Bca Private Wealth, Inc. located?

Bca Private Wealth, Inc. is based in Greenville, SC and has been SEC-registered since 2021.

Does Bca Private Wealth, Inc. disclose fund performance?

Bca Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15 Halton Green Way, Greenville, SC 29607
Phone864-322-6046
Fax864-322-6048
Office hours9:00 a.m. -5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$262.3M
Non-discretionary$0
Total (RAUM)$262.3M