C.m.bidwell & Associates Ltd

C.m.bidwell & Associates Ltd (CRD# 107449) is a financial advisory firm headquartered in , . They manage $485,171,070 in 158 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    485
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $3,070,703
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
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
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.

CA, HI, TX

Financial Advisors at C.m.bidwell & Associates Ltd
Showing 1 - 6 of 6 top financial advisors.
1
Brett C. Bidwell
CRD#: 4349024
1801 Stamford Lane , Austin, TX 78703
107
Wealthminder
score

Brett Bidwell (CRD# 4349024) is an Investment Advisor Representative working at C.M. Bidwell & Associates Ltd in Honolulu, HI and has over 7 years of experience in the finance industry. Brett Bidwell 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Niall M. Kilcommons
CRD#: 4349035
Honolulu, HI
96
Wealthminder
score

Niall Kilcommons (CRD# 4349035) is an Investment Advisor Representative working at C.m.bidwell & Associates Ltd in Honolulu, HI and has over 14 years of experience in the finance industry.

3
Clinton M. Bidwell
CRD#: 1502014
Honolulu, HI
93
Wealthminder
score

Clinton Bidwell (CRD# 1502014) is an Investment Advisor Representative working at C.m.bidwell & Associates Ltd in Honolulu, HI and has over 20 years of experience in the finance industry.

4
Debra C. Chun
CRD#: 4347684
Honolulu, HI
93
Wealthminder
score

Debra Chun (CRD# 4347684) is an Investment Advisor Representative working at C.m.bidwell & Associates Ltd in Honolulu, HI and has over 12 years of experience in the finance industry.

5
Orm Limpisvasti
CRD#: 5217039
Belmont, CA
93
Wealthminder
score

Orm Limpisvasti (CRD# 5217039) is an Investment Advisor Representative working at C.m.bidwell & Associates Ltd in Belmont, CA and has over 10 years of experience in the finance industry.

6
Max Chun-Van Osdol
CRD#: 6137893
Honolulu, HI
89
Wealthminder
score

Max Chun-Van Osdol (CRD# 6137893) is an Investment Advisor Representative working at C.m.bidwell & Associates Ltd in Honolulu, HI and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.