BNB Wealth Mangagement, LLC
Firm details
- Headquarters
- Silver Spring, Maryland
- CRD number
- 107702
- Registered since
- February 7, 1997
- Website
- www.bnbinc.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.71%
- Individuals16.48%
- Pension & Profit Sharing Plans9.79%
- Charitable Organizations8.01%
- Corporations / Businesses6.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
BNB Wealth Mangagement, LLC is an independent registered investment adviser focused on serving individual, family and institutional clients. The firm is registered with the SEC and has been since 1997. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are mixed: percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm is owned by an individual and does not present itself as a capital allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities27%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$179M in ETFs
28%
$50M
57%
$129M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF (CGGO) | Capital Group | Active | Global Large Stock Growth | $13.8M | 346,714 | 7.72% |
Location
Silver Spring, MD
Montgomery
Location
Silver Spring, MD
Headquartered in Silver Spring, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 8730 Georgia Ave
- Time zone
- ET (UTC-5)
- Office locations
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