Bwm LLC

Bwm LLC (CRD# 315056) is a financial advisory firm headquartered in , . They manage $13,808,672 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $767,148
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Bwm LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Brierton, financial advisor Chicago IL
Patrick L. Brierton
CRD#: 1864354
Chicago, IL

Patrick Brierton (CRD# 1864354) is an Investment Advisor Representative working at Bwm LLC in Chicago, IL and has over 33 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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