BNC Wealth Management is an investment advisor in Beaverton with $516.05 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-117800
FINRA CRD number
306483
AUM ?
$516.05 mm
(as of 14 Oct 22)
Accounts
1,651
(as of 14 Oct 22)
Employees
5
(4 investment advisory or research)
Office hours
Monday - Friday, 7AM TO 4PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Nanson, David, Kenneth | Partner | 04/2020 | 50-75% |
Bratt, Jason, Alexander | Partner | 04/2020 | 50-75% |
Sizemore, Stacy, Leigh | Chief Compliance Officer | 04/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21