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- Custodian
- American Funds · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-10-1987
- Office Locations
- 3
Office Locations
About Bill FEW Associates, Inc.
Bill Few Associates (founded 1987) provides personalized financial planning and investment strategy for individuals and families, from early asset building to retirement and legacy goals, with regular review meetings and ongoing plan adjustments. Portfolios emphasize long-term asset allocation using public funds and ETFs, supported by custodians such as Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENNETH JAMES COMO
DIRECTOR, Financial Advisor, General Partner
- CRD
- #1787447
- Ownership
- Less than 5%
JOHN EDWARD JONES JR
Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, MANAGING DIRECTOR
- CRD
- #2363024
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RESHELLE LORRAINE BARRETT
Financial Advisor, General Partner
- CRD
- #2225985
THOMAS ROBERT BEILSTEIN
Portfolio Manager
- CRD
- #2667130
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,136,754,998 | $441,296 |
| Non-Discretionary | $586,420,466 | $205,042 |
| Total | $2,723,175,464 | $353,567 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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