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BDC Investment Advisors, LLC

Headquartered in PALM DESERT, CA

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Firm Information

BDC Investment Advisors, LLC is an investment advisor registered with the SEC. The firm provides portfolio management services to pooled investment vehicles, corporations or other businesses, and individuals. They have approximately $8,178,293 in regulatory assets under management.

BDC Investment Advisors, LLC

$8.18M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

BDC INVESTMENT ADVISORS, LLC has a total of 2 branch locations across the country.
location

ENCINO, CA

location

PALM DESERT, CA

Advisors at BDC Investment Advisors, LLC

View All 2 Advisors
Unclaimed
Gabriel Nicholas Marshi

RA

ENCINO, CA

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William John Hansen

RA

PALM DESERT, CA

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Disclosures

There are no public disclosures for BDC Investment Advisors, LLC.

Frequently Asked Questions (7)

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