Bw & Associates, Inc.
Bw & Associates, Inc. (CRD# 116471) is a financial advisory firm headquartered in Orange, CA. They manage $523,405,600 in 1,237 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management523MILLION
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Total Number of Accounts1,237ACCOUNTS
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Average Account Value$423,125
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, NV, TX
Financial Advisors at Bw & Associates, Inc.
1
Laurel Hackett (CRD# 3223067) is an Investment Advisor Representative working at Bw & Associates, Inc. in Orange, CA and has over 24 years of experience in the finance industry.
2
Bonnie Wusz (CRD# 1141949) is an Investment Advisor Representative working at Bw & Associates, Inc. in Orange, CA and has over 40 years of experience in the finance industry.
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