BCO WEALTH MANAGEMENT, LLC of CARLSBAD, NM is an SEC-registered investment adviser (CRD 322276). Regulatory assets under management: $359.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| John Milo Overstreet | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Lyle Harley Cole | MANAGING MEMBER | — |
| OVERSTREET JOHN MILO | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| COLE LYLE HARLEY | MANAGING MEMBER | — |