BWB ADVISORY GROUP

Overview

BWB Advisory Group is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. Its listed advisory activities include financial planning, discretionary portfolio management for both individuals/small businesses and institutions, and pension consulting. The firm charges fees based on a percentage of assets under management and also uses hourly billing for some services. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives