$692.8M Total AUM
$0 Disc. AUM
6.3% 3Y CAGR
5 Employees
529 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds · Empower · Pershing
- Clients
- Retail
- Platforms
- Unison pioneerGlacier
- Established Date
- 11-30-1990
- Office Locations
- 1
Office Locations
3111 N. Tustin Street Suite 215 Orange CA
About BW & Associates, Inc.
BW & Associates, Inc. is an independent Orange, CA money management firm providing individual portfolio management, financial planning, and financial consulting for retail clients. The team emphasizes long-term, research-driven investing built on 40+ years of experience, typically implementing allocations with public funds such as mutual funds and ETFs.
Team overview
41 AVG AGE
$346.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
20.9 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
35yrs Firm Age
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Asset Classes
Atlas alpha Vector ridge
Client Personas
Glacier
Investment Themes
Alpha catalyst Ridge
Investment Vehicles
Glacier Pioneer insight
Services
Vital Unison matrix Harbor Capital wave Harbor
Technology
Peak capital Foundation north
Owner & Executives
LAUREL ANNE HACKETT
Financial Advisor, General Partner
- CRD
- #3223067
- Ownership
- Less than 5%
(767) 384-9311
frontier.ridge@atlascapital.com
in linkedin.com/in/legacy-value
M
MATTHEW DAVID ROTHCHILD
Chief Compliance Officer
- CRD
- #5143603
- Ownership
- Less than 5%
(463) 701-9768
peak.meridian@pathwaycapital.com
in linkedin.com/in/north-horizon
R
Radial fusion
Quantum eagle vector
- CRD
- #15736
- Ownership
- 11.2%
(735) 988-6622
bridge.bridge@focuscapital.com
in linkedin.com/in/value-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $692,790,049 | $563,702 |
| Total | $692,790,049 | $563,702 |
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Separately Managed Accounts
Total SMA Asset: $692,790,049
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,354,869,894 | 100.0% |
| Total | $2,354,869,894 | 100.0% |