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Building 2C.M.BIDWELL & ASSOCIATES LTD

Map pin
Phone808-595-1099
NotebookSEC #801-14976
Total AUM
$267.1M
Employees
5
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:30AM - 4:30PM
Monday - Friday
Phone
808-595-1099
Other Offices
1

ReceiptFinancials

Total AUM
$267.1M
Accounts
165
Discretionary
$267.1M
Accounts
165
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
138
AUM
$123.3M
HNW Individual Clients
13
AUM
$61.8M
Pension/Profit Sharing Plan Clients
9
AUM
$73M
Charitable Organization Clients
2
AUM
$2.6M
Corporation or Business Clients
3
AUM
$6.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHITXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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