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C.M.BIDWELL & ASSOCIATES LTD
CRD 107449 · SEC 801-14976
CA, United States
Phone
808-595-1099
Fax
808-595-1091
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$267.1M
Discretionary AUM
$267.1M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $123.3M |
| High net worth individuals | 13 | $61.8M |
| Pension/profit sharing plans | 9 | $73.0M |
| Charitable organizations | 2 | $2.6M |
| Corporations/business entities | 3 | $6.5M |
States served
CA, VA, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD