BCK Partners, Inc.
Firm details
- Headquarters
- Corning, New York
- CRD number
- 181512
- Registered since
- March 23, 2016
- Website
- www.bckpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.68%
- Individuals15.99%
- Corporations / Businesses0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
BCK Partners, Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2016. The firm works with both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. The firm is not positioned as an active ESG investor, is not multi-state registered, and does not act as a capital allocator. BCK Partners received recognition on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities5%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Contacts
2 of 2
Sarah Creath
Principal & Co-FounderCRD 4122970
James Kaffenbarger
Principal & Co-FounderCRD 4254971
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$198M in ETFs
100%
$198M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $52.8M | 76,841 | 26.67% |
Location
Corning, NY
Steuben
Location
Corning, NY
Headquartered in Corning, NY, anchoring the Elmira-Corning, NY metro in the Northeast.
- Metro area
- Elmira-Corning, NY
- Region
- Northeast
- County
- Steuben
- Address
- 27 E Market St
- Time zone
- ET (UTC-5)
- Office locations
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