Network·Family Office

C.m.bidwell & Associates LTD

Unclaimed
Family Officefinancial services
www.cmbidwell.com/

SEC CRD #801-14976

About

Home | C.M. Bidwell Associates, Ltd. Skip to main content menu Home About Us Our Approach Services Active Equity Management Financial Planning Retirement Savings Accounts Ongoing Portfolio Management Low Fees Blog Contact C.M. Bidwell Associates is a boutique, independent, federally registered investment advisory firm located in Honolulu, Hawaii founded in 1979. Learn More 01. Accountable We compare our clients’ returns against similar market benchmarks so that they may objectively evaluate our performance. Many advisors do not provide this service. Read more . 02. Experienced We provide institutional portfolio and personal wealth management. Our portfolio managers have graduate level degrees and/or attained high level designations. Read more . 03. Cost Conscious Fees and performance have an inverse correlation. We believe our fee structure and strategy are critical to our clients’ financial success. Read more . Services We Provide Institutional Portfolio Management Individual Portfolio Management Private Wealth Management Financial Planning Retirement Planning Our Team Clinton M. Bidwell III PhD. Finance, MBA Chairman Chief Investment Officer PhD. Finance | University of Southern California MBA | University of California, Berkeley BA, Political Science |... Niall Kilcommons CFA®, CMA President Chief Compliance Officer Chartered Financial Analyst ® Certified Management Accountant Bachelor of Management | University of Lethbridge... Debra Chun CFP®, MBA Senior Vice President C

Key Contact

NK

NIALL KILCOMMONS

PRESIDENT AND CCO

📞 (808) 595-1099

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Geographic Focus

united statesglobalsouthwestwest

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AUM

$267M

Check Size

$150M–$150M

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