BC Financial Advisors

  • Investment Bank/Securities Brokerage
  • Ponte Vedra Beach FL
  • 15 employees
  • Investment Management
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Company Overview

Headquarters
110 Professional Drive, Ponte Vedra Beach FL
Website
bandcfinancial.com
Phone
(904) 273-9850
Employees
15
Founded in
1995
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$5B

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Who is BC Financial Advisors

B&C Financial Advisors is a registered investment advisory firm located in Ponte Vedra Beach, Florida. The company employs 15 individuals and generates $5 million in annual revenue. B&C Financial Advisors manages assets for a range of clients including individuals, corporations, and trusts. They construct portfolios comprised of stocks and bonds, prioritizing capital preservation. In addition to portfolio management, the firm offers financial and estate planning consultations. The firm's portfolio managers boast over 75 years of collective experience in the financial industry. B&C Financial Advisors emphasizes building trust and confidence with clients, aiming to meet their financial needs for the long term. For inquiries or to learn more about their services, interested parties can visit B&C Financial Advisors' website at bandcfinancial.com.

Company Leadership

Allan Cohen

CEO

Phone Email

BC Financial Advisors Industry Tags

Investment Management
Asset Allocation Management
Portfolio Management
Retirement Planning
Capital Preservation
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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BC Financial Advisors Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of BC Financial Advisors's headquarters?
The headquarters of BC Financial Advisors are situated at 110 Professional Drive, Ponte Vedra Beach FL
What is BC Financial Advisors's phone number?
BC Financial Advisors's contact number is (904) 273-9850.
What is BC Financial Advisors's official website?
The official website of BC Financial Advisors can be found at bandcfinancial.com.
What is BC Financial Advisors's current revenue?
As of October 2016, BC Financial Advisors's annual revenue reached $5B.
How many employees does BC Financial Advisors currently have?
BC Financial Advisors employs approximately 15+ people as of October 2016
Which industries is BC Financial Advisors primarily operating in?
BC Financial Advisors operates in the following industries: Investment Management
Who is the CEO of BC Financial Advisors?
BC Financial Advisors's CEO is Allan Cohen
What are BC Financial Advisors's industry tags?
BC Financial Advisors's industry tags include: Investment Management, Asset Allocation Management, Portfolio Management
When was BC Financial Advisors founded?
BC Financial Advisors was founded in 1995.

Employee Directory

Key Employees

Thomas Ellis

Executive Vice President

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Sean Guldi

Chief Investment Officer

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Caitlin Howard

Client Service Manager/Marketing Coordinator

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