Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
621731672
SEC advisor number
801-60905
FINRA CRD number
115489
AUM ?
$599.37 mm
(as of 25 Mar 24)
Accounts
1,531
(as of 25 Mar 24)
Employees
13
(6 investment advisory or research)
Address
BCS Wealth Management
801 C SUNSET DRIVE
SUITE 100
JOHNSON CITY
TN 37604
801 C SUNSET DRIVE
SUITE 100
JOHNSON CITY
TN 37604
Phone
423-283-9821
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22