BCF Law Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 147174
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- HNWI66.18%
- Individuals33.82%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
BCF Law Group, LLC operates as an independent registered investment advisor organized as an LLC and registered in Massachusetts. The firm combines advisory work with law firm and insurance-broker activities, serving individual and family clients. Advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements are mixed — percentage of AUM, hourly, fixed fees, commissions and other models are all used. BCF Law Group identifies as a capital allocator and does not market itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents2%
- Private Funds1%
Contacts
1 of 1
Brian Foley
Financial AdvisorCRD 2869565
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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