Bpm Advisors, Inc. (Palo Alto)

Name: Bpm Advisors, Inc.
Address: 2000 University Ave, Palo Alto, CA, 94303
Telephone: 650-855-6800

Bpm Advisors, Inc. is a pension cosultant based in Palo Alto. It manages $1.55 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Nevada.

Bpm Advisors provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bpm Advisors: assets under management

The assets under management (AUM) of Bpm Advisors, Inc. is $1.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.55 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bpm Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bpm Advisors, Inc.

Joshua David Scheibley joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Burr Pilger Mayer	Sole shareholder	1 Nov 2011	75% - 100%	26-3839190
Dennis Michael Azary	Chief compliance officer	1 May 2012	Other	2384263
Stephen David Mayer	Chief executive officer	1 May 2012	Other	4223255
Michael Lance Rogers	Chief executive officer	1 Jan 2013	Other	4422835
Jenise Gaskin	Cco	1 Mar 2016	Other	5658884
Eric Zachary Weissman	Cco	1 Jun 2016	Other	5207047
Eric Zachary Weissman	Cco	1 Jul 2016	Other	5207047
Llp Bpm	Sole shareholder	1 Jan 2017	75% - 100%	81-4234542
Joshua David Scheibley	Chief compliance officer	1 Jul 2017	Other	6476343

Based in Palo Alto

The principal office where Bpm Advisors, Inc. performs its advisory services is located at 2000 University Ave, Palo Alto, CA 94303, which is also the mailing address of the firm. An additional office of the firm is in Walnut Creek, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-855-6800 or by fax 650-855-6899. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at bpmadvisorsinc.com.