BCM Wealth Management Company Profile, Contacts & Intelligence

Investment ManagementWilmington, Delaware, United States5 employeesFounded 1996
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
5
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 3 visible contacts
Departments
2
Mapped contact coverage

BCM Wealth Management Overview

BCM has extensive experience in fiduciary investment management for individuals, endowments, and ERISA governed retirement plans - 401(k) and 403(b). In 2020 BCM became the FIRST and ONLY Delaware Investment Advisor to earn the prestigious CEFEX certification. As an independent financial advisory firm, our primary focus is to provide unbiased advice designed to achieve your long term goals.

Headquarters
Wilmington, Delaware, United States
Website
biddlecapitalmanagement.com
Industry
Investment Management
Founded
1996
NAICS
Other Financial Investment Activities, Portfolio Management
Company Email
Available in AeroLeads
Investment Management Retirement Plan Management Model Allocation Portfolios Participant Education Fee Disclosure 408(b)2 - Sponsor Fee Disclosure 404(a)5 - Participant Fee Benchmarking and RFP Estate Counseling 401k 403b Fiduciary Financial Planning

BCM Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
Executive
1
Sales
1

BCM Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

G
G David Biddle, Aif (R)
Wealth Manager Specializing in Fiduciary Management for Retirement Plans and Individuals - Cefex Certified Advisor
G
George Jones
Financial Consultant, Tax Consultant, Retirement Coach
K
Kim Astin
Senior Wealth Advisor at Shepherd Financial, Llc
E

BCM Wealth Management Workforce Composition

Seniority breakdown across 4 visible profiles.

Manager
2
Senior / Lead
1
Individual contributor
1

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