Bogdahn Consulting, LLC. is a pension cosultant based in Orlando. It manages $21.73 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of District of Columbia, Florida, Illinois, and 8 other states.
Bogdahn Consulting provides pension consulting services, selection of other advisers, and investment and fiduciary governance consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bogdahn Consulting, LLC. is $21.73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bogdahn Consulting, LLC. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Bogdahn Consulting, LLC. performs its advisory services is located at 4901 Vineland Road, Orlando, FL 32811, which is also the mailing address of the firm. An additional office of the firm is in Milwaukee, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 863-293-8289 or by fax 863-292-8717. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at bogdahngroup.com.