Bf, LLC

RIASEC Registered
Total AUM
$4.6M
Discretionary
$4.6M
100% of AUM
Avg account
$219K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
Houston, Texas
CRD number
327273
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bf, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm’s practice centers on portfolio management for individual clients and small businesses, with a client base described as individuals and families. Compensation is delivered on a percentage-of-assets-under-management basis. The firm does not present itself as a capital allocator to external managers, is not set up as a multi-state adviser, and is not positioned as a pension consultant. Bf, LLC does not identify as an active ESG investor and is not listed as a related adviser to other firms.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Cash & Cash Equivalents 6%94%
  • Public Funds/Mutual Funds94%
  • Cash & Cash Equivalents6%

Contacts

1 of 1
  • Lowell Bass

    Managing MemberCRD 827011

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
770 S Post Oak Ln
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth