Gal
Perlmutter

Bfc Planning, Inc

CRD#5040414
Investment Advisor
in Austin, TX

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About this Advisor

Gal Perlmutter is a financial advisor based in Austin, Texas, working with Bfc Planning, Inc. Gal has previously held positions at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Berthel Fisher & Company Financial Services, Inc, and Bfc Planning, Inc. Gal has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Gal is part of Bfc Planning, Inc, which operates out of Austin, Texas. The firm has 135 offices and 200 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bfc Planning, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Austin, TX

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,839,208,077

TX Average: $9,259,360,772
Total Number of Employees

200

TX Average: 166
Total Number of Accounts

8,749

TX Average: 7,189
Average Account Size

$210,219

TX Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Gal Perlmutter Work History

2017 - Present (8 years)

Berthel Fisher & Company Financial Services, Inc

2017 - Present (8 years)

Bfc Planning, Inc

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

2005 - 2017 (12 years)

Citigroup Global Markets Inc

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Disclosures

Please visit the SEC profile of Gal Perlmutter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bfc Planning, Inc

Suman Sachdeva
Naples, FL
Carl Wallin
West Fargo, ND
Steven Mrozek
Youngstown, OH
William Gebhart
Cedar Rapids, IA
William Sines
Seminole, FL
Michael Samuels
Pittsburgh, PA
Clifton Higgs
Cedar Rapids, IA
Sally Witt
League City, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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