Bwb Advisory Group
Bwb Advisory Group (CRD# 328208) is a financial advisory firm headquartered in Enterprise, AL. They manage $14,534,124 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bwb Advisory Group
By the Numbers
-
Total Assets Under Management15MILLION
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Total Number of Accounts5ACCOUNTS
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Average Account Value$2,906,825
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL
Financial Advisors at Bwb Advisory Group
1
Brian McLeod (CRD# 7802346) is an Investment Advisor Representative working at Bwb Advisory Group in Enterprise, AL and has 1 year of experience in the finance industry.
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