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, corporation-structured registered investment adviser that has been on the SEC registry since 1980. The firm serves both individual/family and institutional clients and provides financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Ownership is held privately by an individual. The firm charges a mix of fee arrangements, including a percentage of assets under management, hourly fees, and performance-based fees. It does not present itself as a capital allocator and is not identified as an active ESG investor. Reported business activities are focused on advisory and portfolio management rather than pension consulting or related-adviser arrangements.