← Back to searchVisit website
BCR WEALTH STRATEGIES
BCR WEALTH STRATEGIES, LLC
CRD 119670 · SEC 801-61015
1952 URBAN CENTER PARKWAY, VESTAVIA, AL, 35242-2594, United States
Phone
205-298-1234
Fax
205-298-1230
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$528.1M
Discretionary AUM
$528.1M
Team
11 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 227 | $135.8M |
| High net worth individuals | 127 | $361.5M |
| Pension/profit sharing plans | 3 | $14.5M |
| Charitable organizations | 3 | $4.5M |
| Corporations/business entities | 2 | $11.8M |
States served
AL, CA, GA, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD