Key facts
- BFC PLANNING, INC. is a other based in CEDAR RAPIDS, IA.
- BFC PLANNING, INC. reports $12.2M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 119682- Regulatory AUM
- $12.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 200
- Registered office
- CEDAR RAPIDS, IA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for BFC PLANNING, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is BFC PLANNING, INC.'s AUM?
- BFC PLANNING, INC. manages approximately $12.2M in assets.