Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > orange > BW & ASSOCIATES, INC.
BW & ASSOCIATES, INC.
3111 N. Tustin Street
Suite 215
Orange, California 92865
Tel: 714-998-2077
About BW & ASSOCIATES, INC.
BW & ASSOCIATES, INC, formally registered with the SEC as BW & ASSOCIATES, INC. The firm was established in 09/01/2016. They have over 1 offices throughout the country.
BW & ASSOCIATES, INC. is a Orange, California based Financial Planning firm with nearly $442,621,873 assets under management, offering retirement planning & investment advisory services to 1268 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116471 |
| SEC# | 801-108260 |
| Assets Managed by Firm | $442,621,873 |
| No. of Clients | 1268 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1268 | $442,621,873 |
| Individuals (other than high net worth individuals) | 438 | $191,729,132 |
| High net worth individuals | 125 | $250,892,741 |
More Retirement Planning firms in Orange, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,936,601,179,276 | 18358 | 1331 | |
| $2,406,691,634,676 | 481 | 754 | |
| $2,248,547,388,863 | 2782 | 3177 | |
| $782,620,910,160 | 242041 | 1007 | |
| $322,933,193,102 | 762 | 295 |
Explore More Retirement Advisors in Orange, California