Overview
Assets Under Management: $213 million
High-Net-Worth Clients: 12
Average Client Assets: $4 million
Frequently Asked Questions
C.M.BIDWELL & ASSOCIATES LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107449), C.M.BIDWELL & ASSOCIATES LTD is subject to fiduciary duty under federal law.
C.M.BIDWELL & ASSOCIATES LTD serves 12 high-net-worth clients according to their SEC filing dated March 14, 2025. View client details ↓
According to their SEC Form ADV, C.M.BIDWELL & ASSOCIATES LTD offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
C.M.BIDWELL & ASSOCIATES LTD manages $213 million in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, C.M.BIDWELL & ASSOCIATES LTD serves high-net-worth individuals and institutional clients. View client details ↓
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