Bmf Investments, Inc. (Charlotte)

Name: Bmf Investments, Inc.
Address: 125 Floyd Smith Drive, Charlotte, NC, 28262
Telephone: 704-563-2960

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.

Bmf Investments: assets under management

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 firm manages $26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.49 thousand each.

Fees & Commissions

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.

Careers at Bmf Investments, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barry Michael Ferguson	President	1 Mar 1997	50% - 75%	2170401
Sandra A. Ferguson	Vice president	1 Mar 1997	50% - 75%	5224681
Barry Michael Ferguson	Chief compliance officer	1 Sep 2006	50% - 75%	2170401

Based in Charlotte

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.