C.M. Bidwell & Associates, Ltd.

EST. AUM
$213,275,271

CONTACTS

CLIENT ACCOUNTS
144

Firm Details

Metro area Honolulu
CRD Number 107449
Website cmbidwell.com
Client types

Overview

C.M. Bidwell & Associates, Ltd. is an independent SEC-registered investment adviser founded in 1979 and headquartered in Honolulu, Hawaii. The firm provides institutional portfolio management, private wealth management, financial planning, retirement planning, and active equity management services. Its investment philosophy emphasizes accountability, benchmarking client performance against relevant indices, experienced portfolio management, and cost-conscious implementation.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

C.M. Bidwell & Associates, Ltd.

Platform Details

Investment Preferences

Alternative Activity

Address

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