Bcwm

Finance · Kansas, United States · 11-50 Employees

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Overview

Headquarters

14221 Metcalf Ave Ste 201, Overland Park...

Phone Number

(913) 685-2300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Bcwm

BCWM, LLC specializes in providing comprehensive financial management services tailored for wealthy individuals, families, and institutions. Their focus is on delivering peace of mind through personal wealth management and institutional capital management. The firm emphasizes risk-adjusted returns and fosters long-term relationships with clients, aiming for generational continuity. With a commitment to in-house management and informed decision-making, BCWM positions itself as a trusted partner in navigating complex financial landscapes.Explore more
Bcwm's Social MediaPopular SearchesBcwm LLCBcwmSIC Code 62,628NAICS Code 52,523Show more

Bcwm Org Chart

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RB
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Chief Investment Officer

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EC
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Chief Executive Officer and Managing Partner ...

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LC
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Managing Partner and Portfolio Manager

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CB
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Portfolio Manager

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MM
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Investment Operations Specialist

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SE
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Wealth Advisor

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CW
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Wealth Advisor

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CR
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Paraplanner

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KS
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Paraplanner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bcwm

<$5M
11-50
Private
-
2007
RB
Richard BoyerChief Investment Officer
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
$6.5M
1-10
Private
-
1977
<$5M
11-50
Private
-
2006
DH
Daniel HawleyPresident & Chief Investment Officer
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2015
MB
Matthew BorowskyDirector, Business Development
<$5M
1-10
Private
-
2020
LB
Lester BrolPresident & Chief Investment Officer
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Company Profile Activity

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Activity Insights

Bcwm is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bcwm is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bcwm.

Bcwm Tech Stack

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Frequently Asked Questions Regarding Bcwm

What is Bcwm's official website?
Bcwm's official website is www.bcwm.com
What is Bcwm's Revenue?
Bcwm's revenue is <$5 Million
What is Bcwm's SIC code?
Bcwm's SIC: 62,628
What is Bcwm's NAICS code?
Bcwm's NAICS: 52,523
How many employees does Bcwm have?
Bcwm has 11-50 employees
What industry does Bcwm belong to?
Bcwm is in the industry of: Finance, Securities Trading
What is Bcwm competition?
Bcwm top competitors include: Fortis Wealth Management, Hawley Advisors, Sierra Pacific Financial Advisors, Violich Capital
What technology does Bcwm use?
Some of the popular technologies that Bcwm uses are: Microsoft 365, Microsoft Exchange Online
How do I contact Bcwm?
Bcwm contact info: Phone number: (913) 685-2300 Website: www.bcwm.com
What does Bcwm do?

BCWM, LLC specializes in providing comprehensive financial management services tailored for wealthy individuals, families, and institutions. Their focus is on delivering peace of mind through personal wealth management and institutional capital management. The firm emphasizes risk-adjusted returns and fosters long-term relationships with clients, a... iming for generational continuity. With a commitment to in-house management and informed decision-making, BCWM positions itself as a trusted partner in navigating complex financial landscapes.Read More

What are Bcwm social media links?
Bcwm Linkedin page
Is Bcwm a public company?
Bcwm is private company therefore does not currently have an official ticker symbol
See more information about Bcwm

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