BW & ASSOCIATES, INC.

Overview

BW & Associates, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a fee model tied to assets under management and, per its filings, manages client assets almost exclusively on a non-discretionary basis. Its investment approach is centered on publicly offered mutual fund solutions rather than running in-house pooled vehicles; the firm is not a capital allocator and does not identify as an active ESG investor. BW & Associates, Inc. is not registered as a multi-state adviser, which suggests a more limited geographic regulatory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices