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BCG SECURITIES, INC.
CRD 70 · SEC 801-56943
51 HADDONFIELD ROAD, SUITE 210, CHERRY HILL, NJ, 08002, United States
Phone
856-393-1950
Fax
856-824-1475
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$894.2M
Discretionary AUM
$0
Team
55 total employees; 33 advisory reps; 2100 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1891 | $425.9M |
| High net worth individuals | 169 | $326.5M |
| Pension/profit sharing plans | 65 | — |
| Other investment advisers | 56 | $141.9M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD