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Bcr Wealth Strategies, LLC

● SEC registered since 2002CRD 119670SEC# 801-61015Vestavia, AL
Export (members)
Reg. AUM
$404.5M
Employees
10
Accounts
1,115
Location
Vestavia, AL

Bcr Wealth Strategies, LLC assets under management

Bcr Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Vestavia, AL. The firm has been registered since 2002. It reports $404.5 million in regulatory assets under management and employs 10 people.
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Bcr Wealth Strategies, LLC owners & executives

4 reported
NameTitleOwnershipSince
Lindsay Walker BirchfieldMember And Chief Compliance OfficerUnder 5%2022
Marshall Peter Rathmell ControlManaging MemberOver 75%2011
Sandra Mitchell ClevelandMemberUnder 5%2011
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Frequently asked questions

How much does Bcr Wealth Strategies, LLC manage?

Bcr Wealth Strategies, LLC reports $404.5 million in regulatory assets under management on its Form ADV.

How many employees does Bcr Wealth Strategies, LLC have?

Bcr Wealth Strategies, LLC reports 10 employees.

Where is Bcr Wealth Strategies, LLC located?

Bcr Wealth Strategies, LLC is based in Vestavia, AL and has been SEC-registered since 2002.

Does Bcr Wealth Strategies, LLC disclose fund performance?

Bcr Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1952 Urban Center Parkway, Vestavia, AL 35242-2594
Phone205-298-1234
Fax205-298-1230
Office hours8:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$404.5M
Non-discretionary$0
Total (RAUM)$404.5M