BFI WEALTH SOLUTIONS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$145M
Discretionary
$142M
98% of AUM
Avg account
$264K
Accounts
550
Employees
1
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
319185
Registered since
July 5, 2024
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI62.07%
  • Individuals37.93%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

BFI Wealth Solutions, LLC is a fee-based advisory firm that manages portfolios for individual and family clients and small businesses. The firm charges fees based on assets under management and lists portfolio management for individuals and small businesses as its primary advisory activity. BFI reports an affiliation with an accountant and is registered with the SEC as of 2024. It does not identify as a multi-state or pension consultant adviser, and it does not self-classify as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, US Government Bonds 8%, Exchange Traded Equities 6%, Cash & Cash Equivalents 1%85%
  • Public Funds/Mutual Funds85%
  • US Government Bonds8%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • JAMES CLEMENSEN

    Chief Executive OfficerCRD 5199235

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 71

Active vs passive

$103M in ETFs

Passive

30%

$31.3M

Active

69%

$71.8M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$6.4M127,8296.24%

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
8111 Lyndon B Johnson Fwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth