BMC WEALTH MANAGEMENT

TIMONIUM, Maryland·8 registered advisors·CRD# 332906
SEC# 801-1318301410-560-9960
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
11
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BMC WEALTH MANAGEMENT

8 registered advisors
Andrew T Cook
TIMONIUM, Maryland
Brett T Holmes
TIMONIUM, Maryland
David Lee Berman
TIMONIUM, Maryland
John Joseph Mcaleer
TIMONIUM, Maryland
Melanie Dee Hagan
TIMONIUM, Maryland
Patrick Joseph Monaghan
TIMONIUM, Maryland
Susan Michele Mitcheltree
TIMONIUM, Maryland
William Francis Bruns
TIMONIUM, Maryland
05

Office Locations

TIMONIUM, Maryland
8 advisors

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Data sourced from SEC Form ADV filings. BMC WEALTH MANAGEMENT (CRD# 332906) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.