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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 $523,405,600 assets under management, offering retirement planning & investment advisory services to 1237 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 | $523,405,600 |
| No. of Clients | 1237 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1237 | $523,405,600 |
| Individuals (other than high net worth individuals) | 212 | $76,439,219 |
| High net worth individuals | 172 | $446,966,381 |
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