BG FINANCIAL ADVISORS, LLC

BG FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 167309). Regulatory assets under management: $9.6M.

Registration

• CRD: 167309
• Type: Registered investment adviser
• Phone: 303-518-5548
• Latest filing: 2026-02-20
• Regulatory AUM: $9.6M
• Discretionary AUM: $9.6M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167309 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search