C.m.bidwell & Associates Ltd
C.m.bidwell & Associates Ltd (CRD# 107449) is a financial advisory firm headquartered in , . They manage $186,338,312 in 136 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management186MILLION
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$1,370,135
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, HI, TX, VA, WA
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.
Clinton Bidwell (CRD# 1502014) is an Investment Advisor Representative working at C.m.bidwell & Associates Ltd in Honolulu, HI and has over 27 years of experience in the finance industry.
Max Chun-Van Osdol (CRD# 6137893) is an Investment Advisor Representative working at C.m.bidwell & Associates Ltd in Honolulu, HI and has over 10 years of experience in the finance industry. Max Chun-Van Osdol 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.
Niall Kilcommons (CRD# 4349035) is an Investment Advisor Representative working at C.m.bidwell & Associates Ltd in Honolulu, HI and has over 21 years of experience in the finance industry.