Bam Credit and Insurance Solutions Advisor LLC
New York, NY·SEC-registered · CRD #312792
Bam Credit and Insurance Solutions Advisor LLC is an SEC-registered investment advisory firm in New York, NY managing $107B across 57 client accounts, with 1.4k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$107B
Client accounts
57
Advisory staff
1.4k
Fee model
Fee-only
How Bam Credit and Insurance Solutions Advisor LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Bam Credit and Insurance Solutions Advisor LLC
How much does Bam Credit and Insurance Solutions Advisor LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Bam Credit and Insurance Solutions Advisor LLC reports $107B in regulatory assets under management across roughly 57 client accounts.
How does Bam Credit and Insurance Solutions Advisor LLC charge?
Bam Credit and Insurance Solutions Advisor LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bam Credit and Insurance Solutions Advisor LLC a fiduciary?
Yes. Bam Credit and Insurance Solutions Advisor LLC is registered with the U.S. Securities and Exchange Commission (CRD #312792), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bam Credit and Insurance Solutions Advisor LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bam Credit and Insurance Solutions Advisor LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Bam Credit and Insurance Solutions Advisor LLC's public SEC Form ADV filing (CRD #312792, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bam Credit and Insurance Solutions Advisor LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bam Credit and Insurance Solutions Advisor LLC? Claim this profile.