BCR WEALTH STRATEGIES, LLC

BCR WEALTH STRATEGIES

VESTAVIA, Alabama·5 registered advisors·CRD# 119670

SEC# 801-610151205-298-1234

01

Firm Overview

AUM

$367M

Regulatory assets under management

Employees

13

Total firm employees

Advisors

5

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

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at BCR WEALTH STRATEGIES, LLC

5 registered advisors

Jay Hallowes Mcgowan

VESTAVIA, Alabama

Lindsay Walker Birchfield

VESTAVIA, Alabama

Marshall Peter Rathmell

VESTAVIA, Alabama

Norman Mark Berk

VESTAVIA, Alabama

Sandra Mitchell Cleveland

VESTAVIA, Alabama

05

Office Locations

VESTAVIA, Alabama

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Data sourced from SEC Form ADV filings. BCR WEALTH STRATEGIES, LLC (CRD# 119670) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.