BFO INVESTMENTS LLC
Firm details
- Headquarters
- DOVER, Delaware
- CRD number
- 174084
- Registered since
- November 28, 2014
Firm profile
FINTRXOverview
BFO Investments LLC is a limited liability company that has been SEC-registered since 2014 and is owned by an individual. The firm is classified as a commodity pool operator or commodity trading advisor (CPO/CTA), indicating its primary business activity centers on managing pooled investment vehicles or providing trading advice for commodity and derivative strategies. The dataset flags the firm as not an active ESG investor and not a multi-state adviser. It is not identified as a capital allocator or a pension consultant.
Assets & Accounts
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
Owners & executives
1 of 1MARGARET PIERCE
CFOCRD 6425067
Contacts
2 of 2GARY BERGSTROM
Managing MemberCRD 4346623
MAX ARAI
CRD 6425168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DOVER, DE
KENT
Location
DOVER, DE
Headquartered in DOVER, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- KENT
- Address
- 1111B S Governors Ave
- Time zone
- ET (UTC-5)
- Office locations
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