C.M.Bidwell & Associates Ltd

RIASEC RegisteredEst. 1980

Total AUM

$267M

Discretionary

$267M

100% of AUM

Avg account

$1.6M

Accounts

165

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 107449
Registered since: January 3, 1980
Website: www.cmbidwell.com
Custodians: CHARLES SCHWAB & CO., INC., FIRST HAWAIIAN BANK
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Individuals46.14%
Pension & Profit Sharing Plans27.33%
HNWI23.13%
Corporations / Businesses2.45%
Charitable Organizations0.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

C.M.Bidwell & Associates Ltd is an independent, SEC-registered advisory firm that has been operating since 1980 and is owned by an individual. The firm serves both high‑net‑worth individuals and families as well as institutional clients. Core services include financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Their client fee arrangements include asset‑based fees, hourly billing, and performance‑linked fees. The firm does not self‑identify as an active ESG investor and is not listed as a pension consultant or related adviser in the available filings. Custody arrangements are split between a regional bank and a national custodian, which reflects a mix of local and national operational ties.