Investment adviser · CRD 152562
BREWER CAPITAL MANAGEMENT
Investment adviser filing (IA)
BSI WEALTH MANAGEMENT LLC
NEW YORK, NY, United States · Form ADV filed Oct 30, 2017
- Regulatory AUM
- $13.1M Form ADV · Item 5.F
- Client accounts
- 53 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 10 | $9,443,090 | 72.0% |
| Corporations & businesses | 6 | $2,499,659 | 19.0% |
| Individuals | 7 | $917,820 | 7.0% |
| Charities | Fewer than 5 | $261,978 | 2.0% |
Filing source
Form ADV 1148957 · Oct 30, 2017 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 30, 2017. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
125 PARK AVE, SUITE 1607NEW YORK, NY, 10017, United States
CRD 152562
Filing source
Form ADV 1148957 · Oct 30, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.