BCG SECURITIES, INC.
CRD #70 SEC #801-56943 CHERRY HILL, NJ 856-393-1950
SEC Registered Broker-Dealer
Total AUM
$740M
Discretionary
$0
Employees
55
Clients
10
Accounts
1,900
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $740M | $0 | $740M | 55 | 1,850 |
| Mar 2025 | $740M | $0 | $740M | 55 | 1,850 |
| Jan 2025 | $685.8M | $0 | $685.8M | 55 | 1,800 |
| Dec 2024 | $685.8M | $0 | $685.8M | 55 | 1,800 |
| Oct 2024 | $685.8M | $0 | $685.8M | 55 | 1,800 |
| Oct 2024 | $685.8M | $0 | $685.8M | 55 | 1,800 |
| May 2024 | $685.8M | $0 | $685.8M | 55 | 1,800 |
| Feb 2024 | $685.8M | $0 | $685.8M | 55 | 1,800 |
| Mar 2023 | $516.3M | $0 | $516.3M | 60 | 1,510 |
| Jan 2023 | $632.8M | $29.2M | $603.6M | 70 | 1,600 |
| May 2022 | $632.8M | $29.2M | $603.6M | 70 | 1,600 |
| Mar 2022 | $632.8M | $29.2M | $603.6M | 70 | 1,600 |
| Mar 2021 | $565.9M | $136.8M | $429M | 75 | 1,700 |
| Jan 2021 | $567.1M | $68.8M | $498.3M | 85 | 1,979 |
| Jun 2020 | $567.1M | $68.8M | $498.3M | 85 | 1,979 |
| Jun 2020 | $567.1M | $68.8M | $498.3M | 85 | 1,979 |
| Mar 2020 | $567.1M | $68.8M | $498.3M | 85 | 1,979 |
| Oct 2019 | $516.2M | $61.9M | $454.2M | 85 | 1,853 |
| May 2019 | $516.2M | $61.9M | $454.2M | 85 | 1,853 |
| Mar 2019 | $516.2M | $61.9M | $454.2M | 85 | 1,853 |
| Dec 2018 | $542.9M | $66.6M | $476.2M | 85 | 1,918 |
| Nov 2018 | $542.9M | $66.6M | $476.2M | 85 | 1,918 |
| Oct 2018 | $542.9M | $66.6M | $476.2M | 85 | 1,918 |
| May 2018 | $542.9M | $66.6M | $476.2M | 85 | 1,918 |
| Mar 2018 | $542.9M | $66.6M | $476.2M | 85 | 1,918 |
| Oct 2017 | $292.6M | $47.7M | $244.8M | 85 | 2,138 |
| Aug 2017 | $338.7M | $84.6M | $254M | 85 | 1,500 |
| Aug 2017 | $338.7M | $84.6M | $254M | 85 | 1,500 |
| Jun 2017 | $338.7M | $84.6M | $254M | 85 | 1,500 |
| Apr 2017 | $338.7M | $84.6M | $254M | 85 | 1,500 |
| Mar 2017 | $338.7M | $84.6M | $254M | 85 | 1,500 |
| Mar 2017 | $338.7M | $84.6M | $254M | 85 | 1,500 |
| Feb 2017 | $338.7M | $84.6M | $254M | 85 | 1,500 |
| Dec 2016 | $289.2M | $30M | $259.2M | 85 | 1,300 |
| Feb 2016 | $289.2M | $30M | $259.2M | 85 | 1,300 |
| Nov 2015 | $272.4M | $30M | $242.4M | 85 | 1,000 |
| Oct 2015 | $272.4M | $30M | $242.4M | 85 | 1,000 |
| Sep 2015 | $272.4M | $30M | $242.4M | 85 | 1,000 |
| Jun 2015 | $272.4M | $30M | $242.4M | 85 | 1,000 |
| Feb 2015 | $272.4M | $30M | $242.4M | 85 | 1,000 |
| Feb 2015 | $272.4M | $30M | $242.4M | 85 | 1,000 |
| Jan 2015 | $231.8M | $12.1M | $219.7M | 90 | 800 |
| Dec 2014 | $231.8M | $12.1M | $219.7M | 90 | 800 |
| Jun 2014 | $231.8M | $12.1M | $219.7M | 90 | 800 |
| Jun 2014 | $231.8M | $12.1M | $219.7M | 90 | 800 |
| May 2014 | $231.8M | $12.1M | $219.7M | 90 | 800 |
| Feb 2014 | $231.8M | $12.1M | $219.7M | 90 | 800 |
| Jan 2014 | $206.8M | $17.2M | $189.6M | 75 | 600 |
| Sep 2013 | $206.8M | $17.2M | $189.6M | 75 | 600 |
| Jul 2013 | $206.8M | $17.2M | $189.6M | 75 | 600 |
| Jul 2013 | $206.8M | $17.2M | $189.6M | 75 | 600 |
| Mar 2013 | $206.8M | $17.2M | $189.6M | 75 | 600 |
| Nov 2012 | $180.5M | $0 | $180.5M | 70 | 600 |
| Aug 2012 | $180.5M | $0 | $180.5M | 11 | 600 |
| Aug 2012 | $180.5M | $0 | $180.5M | 11 | 600 |
| May 2012 | $180.5M | $0 | $180.5M | 11 | 600 |
| May 2012 | $180.5M | $0 | $180.5M | 11 | 600 |
| May 2012 | $180.5M | $0 | $180.5M | 11 | 600 |
| Apr 2012 | $180.5M | $0 | $180.5M | 11 | 600 |
| Apr 2012 | $180.5M | $0 | $180.5M | 11 | 600 |
| Apr 2012 | $180.5M | $0 | $180.5M | 11 | 600 |
| Apr 2012 | $180.5M | $0 | $180.5M | 11 | 600 |
| Mar 2012 | $180.5M | $0 | $180.5M | 11 | 600 |
| Mar 2012 | $180.5M | $0 | $180.5M | 11 | 600 |
| Dec 2011 | $165.2M | $0 | $165.2M | 11 | 550 |
| Mar 2011 | $165.2M | $0 | $165.2M | -- | -- |
| Feb 2011 | $165.2M | $0 | $165.2M | -- | -- |
| Mar 2010 | $111.8M | $0 | $111.8M | 51 | -- |
| Feb 2009 | $125M | $0 | $125M | -- | -- |
| Mar 2007 | $95M | $0 | $95M | -- | -- |
| Mar 2006 | $54.9M | $0 | $54.9M | -- | -- |
| Aug 2004 | $40.7M | $6.1M | $34.6M | -- | -- |
| Jul 2004 | $40.7M | $6.1M | $34.6M | -- | -- |
| Mar 2004 | $40.7M | $6.1M | $34.6M | -- | -- |
| Oct 2003 | $34.4M | $5.8M | $28.6M | -- | -- |
| May 2002 | $40.6M | $5.5M | $35.1M | 10 | -- |
| Jun 2001 | $57M | $6M | $51M | 10 | -- |
DateMay 2025
Total AUM$740M
Discretionary$0
Non-Disc.$740M
Employees55
Clients1,850
DateMar 2025
Total AUM$740M
Discretionary$0
Non-Disc.$740M
Employees55
Clients1,850
DateJan 2025
Total AUM$685.8M
Discretionary$0
Non-Disc.$685.8M
Employees55
Clients1,800
DateDec 2024
Total AUM$685.8M
Discretionary$0
Non-Disc.$685.8M
Employees55
Clients1,800
DateOct 2024
Total AUM$685.8M
Discretionary$0
Non-Disc.$685.8M
Employees55
Clients1,800
DateOct 2024
Total AUM$685.8M
Discretionary$0
Non-Disc.$685.8M
Employees55
Clients1,800
DateMay 2024
Total AUM$685.8M
Discretionary$0
Non-Disc.$685.8M
Employees55
Clients1,800
DateFeb 2024
Total AUM$685.8M
Discretionary$0
Non-Disc.$685.8M
Employees55
Clients1,800
DateMar 2023
Total AUM$516.3M
Discretionary$0
Non-Disc.$516.3M
Employees60
Clients1,510
DateJan 2023
Total AUM$632.8M
Discretionary$29.2M
Non-Disc.$603.6M
Employees70
Clients1,600
DateMay 2022
Total AUM$632.8M
Discretionary$29.2M
Non-Disc.$603.6M
Employees70
Clients1,600
DateMar 2022
Total AUM$632.8M
Discretionary$29.2M
Non-Disc.$603.6M
Employees70
Clients1,600
DateMar 2021
Total AUM$565.9M
Discretionary$136.8M
Non-Disc.$429M
Employees75
Clients1,700
DateJan 2021
Total AUM$567.1M
Discretionary$68.8M
Non-Disc.$498.3M
Employees85
Clients1,979
DateJun 2020
Total AUM$567.1M
Discretionary$68.8M
Non-Disc.$498.3M
Employees85
Clients1,979
DateJun 2020
Total AUM$567.1M
Discretionary$68.8M
Non-Disc.$498.3M
Employees85
Clients1,979
DateMar 2020
Total AUM$567.1M
Discretionary$68.8M
Non-Disc.$498.3M
Employees85
Clients1,979
DateOct 2019
Total AUM$516.2M
Discretionary$61.9M
Non-Disc.$454.2M
Employees85
Clients1,853
DateMay 2019
Total AUM$516.2M
Discretionary$61.9M
Non-Disc.$454.2M
Employees85
Clients1,853
DateMar 2019
Total AUM$516.2M
Discretionary$61.9M
Non-Disc.$454.2M
Employees85
Clients1,853
DateDec 2018
Total AUM$542.9M
Discretionary$66.6M
Non-Disc.$476.2M
Employees85
Clients1,918
DateNov 2018
Total AUM$542.9M
Discretionary$66.6M
Non-Disc.$476.2M
Employees85
Clients1,918
DateOct 2018
Total AUM$542.9M
Discretionary$66.6M
Non-Disc.$476.2M
Employees85
Clients1,918
DateMay 2018
Total AUM$542.9M
Discretionary$66.6M
Non-Disc.$476.2M
Employees85
Clients1,918
DateMar 2018
Total AUM$542.9M
Discretionary$66.6M
Non-Disc.$476.2M
Employees85
Clients1,918
DateOct 2017
Total AUM$292.6M
Discretionary$47.7M
Non-Disc.$244.8M
Employees85
Clients2,138
DateAug 2017
Total AUM$338.7M
Discretionary$84.6M
Non-Disc.$254M
Employees85
Clients1,500
DateAug 2017
Total AUM$338.7M
Discretionary$84.6M
Non-Disc.$254M
Employees85
Clients1,500
DateJun 2017
Total AUM$338.7M
Discretionary$84.6M
Non-Disc.$254M
Employees85
Clients1,500
DateApr 2017
Total AUM$338.7M
Discretionary$84.6M
Non-Disc.$254M
Employees85
Clients1,500
DateMar 2017
Total AUM$338.7M
Discretionary$84.6M
Non-Disc.$254M
Employees85
Clients1,500
DateMar 2017
Total AUM$338.7M
Discretionary$84.6M
Non-Disc.$254M
Employees85
Clients1,500
DateFeb 2017
Total AUM$338.7M
Discretionary$84.6M
Non-Disc.$254M
Employees85
Clients1,500
DateDec 2016
Total AUM$289.2M
Discretionary$30M
Non-Disc.$259.2M
Employees85
Clients1,300
DateFeb 2016
Total AUM$289.2M
Discretionary$30M
Non-Disc.$259.2M
Employees85
Clients1,300
DateNov 2015
Total AUM$272.4M
Discretionary$30M
Non-Disc.$242.4M
Employees85
Clients1,000
DateOct 2015
Total AUM$272.4M
Discretionary$30M
Non-Disc.$242.4M
Employees85
Clients1,000
DateSep 2015
Total AUM$272.4M
Discretionary$30M
Non-Disc.$242.4M
Employees85
Clients1,000
DateJun 2015
Total AUM$272.4M
Discretionary$30M
Non-Disc.$242.4M
Employees85
Clients1,000
DateFeb 2015
Total AUM$272.4M
Discretionary$30M
Non-Disc.$242.4M
Employees85
Clients1,000
DateFeb 2015
Total AUM$272.4M
Discretionary$30M
Non-Disc.$242.4M
Employees85
Clients1,000
DateJan 2015
Total AUM$231.8M
Discretionary$12.1M
Non-Disc.$219.7M
Employees90
Clients800
DateDec 2014
Total AUM$231.8M
Discretionary$12.1M
Non-Disc.$219.7M
Employees90
Clients800
DateJun 2014
Total AUM$231.8M
Discretionary$12.1M
Non-Disc.$219.7M
Employees90
Clients800
DateJun 2014
Total AUM$231.8M
Discretionary$12.1M
Non-Disc.$219.7M
Employees90
Clients800
DateMay 2014
Total AUM$231.8M
Discretionary$12.1M
Non-Disc.$219.7M
Employees90
Clients800
DateFeb 2014
Total AUM$231.8M
Discretionary$12.1M
Non-Disc.$219.7M
Employees90
Clients800
DateJan 2014
Total AUM$206.8M
Discretionary$17.2M
Non-Disc.$189.6M
Employees75
Clients600
DateSep 2013
Total AUM$206.8M
Discretionary$17.2M
Non-Disc.$189.6M
Employees75
Clients600
DateJul 2013
Total AUM$206.8M
Discretionary$17.2M
Non-Disc.$189.6M
Employees75
Clients600
DateJul 2013
Total AUM$206.8M
Discretionary$17.2M
Non-Disc.$189.6M
Employees75
Clients600
DateMar 2013
Total AUM$206.8M
Discretionary$17.2M
Non-Disc.$189.6M
Employees75
Clients600
DateNov 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees70
Clients600
DateAug 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees11
Clients600
DateAug 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees11
Clients600
DateMay 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees11
Clients600
DateMay 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees11
Clients600
DateMay 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees11
Clients600
DateApr 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees11
Clients600
DateApr 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees11
Clients600
DateApr 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees11
Clients600
DateApr 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees11
Clients600
DateMar 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees11
Clients600
DateMar 2012
Total AUM$180.5M
Discretionary$0
Non-Disc.$180.5M
Employees11
Clients600
DateDec 2011
Total AUM$165.2M
Discretionary$0
Non-Disc.$165.2M
Employees11
Clients550
DateMar 2011
Total AUM$165.2M
Discretionary$0
Non-Disc.$165.2M
Employees--
Clients--
DateFeb 2011
Total AUM$165.2M
Discretionary$0
Non-Disc.$165.2M
Employees--
Clients--
DateMar 2010
Total AUM$111.8M
Discretionary$0
Non-Disc.$111.8M
Employees51
Clients--
DateFeb 2009
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees--
Clients--
DateMar 2007
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees--
Clients--
DateMar 2006
Total AUM$54.9M
Discretionary$0
Non-Disc.$54.9M
Employees--
Clients--
DateAug 2004
Total AUM$40.7M
Discretionary$6.1M
Non-Disc.$34.6M
Employees--
Clients--
DateJul 2004
Total AUM$40.7M
Discretionary$6.1M
Non-Disc.$34.6M
Employees--
Clients--
DateMar 2004
Total AUM$40.7M
Discretionary$6.1M
Non-Disc.$34.6M
Employees--
Clients--
DateOct 2003
Total AUM$34.4M
Discretionary$5.8M
Non-Disc.$28.6M
Employees--
Clients--
DateMay 2002
Total AUM$40.6M
Discretionary$5.5M
Non-Disc.$35.1M
Employees10
Clients--
DateJun 2001
Total AUM$57M
Discretionary$6M
Non-Disc.$51M
Employees10
Clients--