Bmf Investments, Inc. is an adviser based in Charlotte. It manages $26 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Florida, Missouri, and 4 other states.
Bmf Investments provides portfolio management for individuals and small businesses and publication of newsletters. 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 Bmf Investments, Inc. is $26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% 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 Bmf Investments, Inc. for their services and products based on a percentage of assets under management and subscription 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.
Barry Michael Ferguson has been acting as President since 1 Mar 1997. Sandra A. Ferguson joined the executive team most recently as the Vice President.
The principal office where Bmf Investments, Inc. performs its advisory services is located at 125 Floyd Smith Drive, Charlotte, NC 28262, 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 704-563-2960 or by fax 704-909-2511. The normal business hours are 9:00-5:00 est on Monday - Friday. You can find more information about the New York firm at www.bmfinvest.com.