Bf, LLC
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
FINTRXOverview
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
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 Funds94%
- Cash & Cash Equivalents6%
Contacts
1 of 1Lowell Bass
Managing MemberCRD 827011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
BEE Financial Partners Wealth, LLC
RIAHouston, TX
RNS Wealth Management, LLC
RIAHouston, TX
Sanjac Alpha LP
RIAHouston, TX
Absolute Alpha Corp
RIAHouston, TX
Save Advisers LLC
RIAHouston, TX
Houston Wealth Management
RIAHouston, TX