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

3111 N. Tustin Street, Suite 215, Orange, CA 92865

http://www.bwandassociatesinc.com

By the Numbers

Total Assets Under Management

523

MILLION
Total Number of Accounts

1,237

ACCOUNTS
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.

Showing 1 - 2 of 2 top financial advisors.

Laurel A. Hackett

CRD#: 3223067

3111 N. Tustin Street, Suite 215, Orange, CA 92865

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.

Bonnie S. Wusz

CRD#: 1141949

3111 N. Tustin Street, Suite 215, Orange, CA 92865

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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