Overview
Assets Under Management: $213 million
High-Net-Worth Clients: 12
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.14
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 144
Discretionary Accounts: 144
Regulatory Filings
CRD Number: 107449
Filing ID: 1956940
Last Filing Date: 2025-03-14 20:24:00
Website: https://bidwellassociates.net