B&w

B&w (CRD# 122954) is a financial advisory firm headquartered in Radnor, PA. They manage $20,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at B&w
Showing 1 - 2 of 2 top financial advisors.
1
Thomas J. Bird
CRD#: 4478081
290 King Of Prussia Road, Building One, Suite 204, Radnor, PA 19087
90
Wealthminder
score

Thomas Bird (CRD# 4478081) is an Investment Advisor Representative working at B&w in Radnor, PA and has 1 year of experience in the finance industry. Thomas Bird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
R. Christopher Wiegand
CRD#: 4677868
290 King Of Prussia Road, Building 1, Suite 204, Radnor, PA 19087
87
Wealthminder
score

R. Christopher Wiegand (CRD# 4677868) is an Investment Advisor Representative working at B&w in Radnor, PA and has 1 year of experience in the finance industry.

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