Bme Investment Partners, LLC is a large advisory firm based in Roswell. It manages $1.88 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Georgia, and Texas.
Bme Investment Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bme Investment Partners, LLC is $1.88 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1778% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bme Investment Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Bme Investment Partners, LLC performs its advisory services is located at 1080 Holcomb Bridge Road, Roswell, GA 30076, 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 678-578-0260 or by fax 678-578-0261. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.bmeinv.com.