Bw & Associates, Inc.

Bw & Associates, Inc. (CRD# 116471) is a financial advisory firm headquartered in Orange, CA. They manage $562,370,799 in 1,244 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3111 N. Tustin Street, Suite 215, Orange, CA 92865
http://www.bwandassociatesinc.com
By the Numbers
  • Total Assets Under Management
    562
    MILLION
  • Total Number of Accounts
    1,244
    ACCOUNTS
  • Average Account Value
    $452,067
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NV, TX

Financial Advisors at Bw & Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Laurel Hackett, financial advisor Orange CA
Laurel A. Hackett
CRD#: 3223067
3111 N. Tustin Street, Suite 215, Orange, CA 92865

Laurel Hackett (CRD# 3223067) is an Investment Advisor Representative working at Bw & Associates, Inc. in Orange, CA and has over 23 years of experience in the finance industry.

2
Bonnie Wusz, financial advisor Orange CA
Bonnie S. Wusz
CRD#: 1141949
3111 N. Tustin Street, Suite 215, Orange, CA 92865

Bonnie Wusz (CRD# 1141949) is an Investment Advisor Representative working at Bw & Associates, Inc. in Orange, CA and has over 39 years of experience in the finance industry. Bonnie Wusz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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