SEC CRD #801-130638
Bfi Wealth Solutions LLC. 8111 Lyndon B Johnson Fwy, Suite 1065, Dallas, TX. BFI WEALTH SOLUTIONS, LLC is a DALLAS, TX-based registered investment adviser managing $145M in assets with 1 employees (CRD #319185). BFI WEALTH SOLUTIONS, LLC (CRD#:319185). 8111 LYNDON B JOHNSON FWY SUITE 1065, DALLAS, TX 75251. Registered with this firm since 3/16/2023. Previous ... The firm manages approximately $148 million across around 205 client relationships and employs model portfolios with diversified allocations using ETFs and ...
JAMES CLEMENSEN
CHIEF COMPLIANCE OFFICER
📞 (469) 646-0429
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AUM
$145M
Location
DALLAS, TX
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