BCO WEALTH MANAGEMENT, LLC

CARLSBAD, New Mexico·2 registered advisors·CRD# 322276
SEC# 801-1260610575-887-2013
01

Firm Overview

AUM
$267M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BCO WEALTH MANAGEMENT, LLC

2 registered advisors
John Milo Overstreet
CARLSBAD, New Mexico
Lyle Harley Cole
CARLSBAD, New Mexico
05

Office Locations

CARLSBAD, New Mexico
2 advisors

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Data sourced from SEC Form ADV filings. BCO WEALTH MANAGEMENT, LLC (CRD# 322276) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.