BPS CAPITAL MANAGEMENT, INC.

BLOOMINGTON, Minnesota·3 registered advisors·CRD# 120006
SEC# 801-610190952-893-0177
01

Firm Overview

AUM
$3.8B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Other: CAPPED FEES: AUM UNTIL CAP IS REACHED
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BPS CAPITAL MANAGEMENT, INC.

3 registered advisors
Charles Michael Mclaren
BLOOMINGTON, Minnesota
Gary Robert Walen
BLOOMINGTON, Minnesota
Patrick Dardis
BLOOMINGTON, Minnesota
05

Office Locations

BLOOMINGTON, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. BPS CAPITAL MANAGEMENT, INC. (CRD# 120006) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.