C.M.Bidwell & Associates Ltd (Honolulu)

Name: C.M.Bidwell & Associates Ltd
Address: 20 Old Pali Pl, Honolulu, HI, 96817
Telephone: 808-595-1099

C.M.Bidwell & Associates Ltd is a large advisory firm based in Honolulu. It manages $147.21 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Hawaii, Texas, and Washington.

C.M.Bidwell & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

C.M.Bidwell & Associates: assets under management

The assets under management (AUM) of C.M.Bidwell & Associates Ltd is $147.21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $147.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $613.36 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 61% of the total AUM. The second-largest asset type is exchange traded securities, which make up 33% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay C.M.Bidwell & Associates Ltd for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gregory Bidwell serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Gregory Bidwell is pension and profit sharing plans with 14 clients and $50.09 million of assets under management. Among the 10 most similar advisory firms, C.M.Bidwell & Associates has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $147.21 million for 131 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

C.M.Bidwell & Associates doesn't advise any private funds.

Careers at C.M.Bidwell & Associates Ltd

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Gregory Bidwell has been acting as President since 1 Sep 1982. Brett Cash Bidwell joined the executive team most recently as the Director / Sr. Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Clinton Millinger Bidwell	Chairman of the board	1 Jan 1979	Other	1502014
Gregory Bidwell	Director	1 Sep 1982	25% - 50%	4347685
Brett Cash Bidwell	Director	1 Sep 1982	25% - 50%	4349024
Hilary Alexandra Elizabeth Bidwell	Director	1 Jun 1984	25% - 50%	4349032
Debra Chun	Sr. v.p./secretary	1 Apr 1998	Other	4347684
Niall Mason Kilcommons	Compliance officer/treasurer	1 Nov 2000	Other	4349035
Niall Mason Kilcommons	President/chief compliance officer/treasurer	1 Aug 2004	Other	4349035
Clinton Millinger Bidwell	Director	1 Aug 2004	Other	5316094
Berkeley Joseph Bidwell	Director	1 Jul 2006	Other	5316787
Brett Cash Bidwell	Director / sr. vice president	1 Mar 2012	Other	4349024

Based in Honolulu

The principal office where C.M.Bidwell & Associates Ltd performs its advisory services is located at 20 Old Pali Pl, Honolulu, HI 96817, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-595-1099 or by fax 808-595-1091. The normal business hours are 7:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at cmbidwellandassociates.com/.