BPW ADVISORY SERVICES LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
HOUSTON, Texas
CRD number
332779
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Bpw Advisory Services LLC operates as a limited liability company focused on investment advisory services. The firm primarily engages in the selection of other advisers, acting as a capital allocator. While it does not actively pursue ESG investments, it has established a framework for advising clients on various investment strategies. The firm does not classify itself under a specific category, which suggests a flexible approach to its advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kelli Byrd

    Managing Member And Chief Compliance OfficerCRD 7973130

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
770 S Post Oak Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth