Bw Financial Planning

Bw Financial Planning (CRD# 292827) is a financial advisory firm headquartered in , . They manage $21,133,652 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/bw-financial-planning-104968211031330
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $297,657
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Bw Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Betty Wang, financial advisor Greenwood Village CO
Betty L. Wang
CRD#: 6611103
Greenwood Village, CO

Betty Wang (CRD# 6611103) is an Investment Advisor Representative working at Bw Financial Planning in Greenwood Village, CO and has over 8 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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