Bc Holdings is a large advisory firm based in Mequon. It manages $43.78 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Wisconsin.
Bc Holdings provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bc Holdings is $43.78 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bc Holdings for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Douglas Corneliuson has been acting as President since 1 May 1993. Ryan M Butz joined the executive team most recently as the Vice President.
The principal office where Bc Holdings performs its advisory services is located at 1045 W Glen Oaks Lane, Mequon, WI 53092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 262-240-0200 or by fax 262-240-8410. The normal business hours are 9:00am-5:00pm on Monday - Friday.