BG Strategic Advisors LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 124448
- Registered since
- May 12, 2003
- Website
- bgstrategicadvisors.com
Firm profile
FINTRXOverview
BG Strategic Advisors LLC is organized as a limited liability company that operates primarily as an investment bank and placement agent rather than a traditional asset manager. Ownership is reported as a combination of a domestic entity and an individual. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It does not present itself as a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser.
Assets & Accounts
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
Location
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 525 S Flagler Dr
- Time zone
- ET (UTC-5)
- Office locations
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