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Montgomery Gossen

BCM ADVISORS, LLC·LAFAYETTE, Louisiana
Unclaimed Profile
1018 HARDING ST., SUITE 104, LAFAYETTE, LA 70503CRD# 6550898Firm CRD# 107946
01

About

Montgomery Gossen is a registered financial advisor based in LAFAYETTE, Louisiana, affiliated with BCM ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BCM ADVISORS, LLC
BCM ADVISORS, LLC
AUM
$578M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at BCM ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6550898
Firm CRD# 107946
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Montgomery Gossen offer?
Montgomery Gossen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAFAYETTE, Louisiana for a consultation.
What are Montgomery Gossen's credentials?
Montgomery Gossen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Montgomery Gossen located?
Montgomery Gossen is based in LAFAYETTE, Louisiana, working with BCM ADVISORS, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Montgomery Gossen charge for services?
Montgomery Gossen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BCM ADVISORS, LLC?
BCM ADVISORS, LLC has approximately 9 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Charles Louis Ray — SUMMIT FINANCIAL WEALTH ADVISORS, LLCElizabeth Alciatore Gossen — AHRENS INVESTMENT PARTNERS, LLCSuzette Broussard — SUMMIT FINANCIAL WEALTH ADVISORS, LLCDavid Russell Daniel — SUMMIT FINANCIAL WEALTH ADVISORS, LLCBenjamin Brookshire Blanchet — WESTGATE ENERGY PARTNERS, LLC
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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