BWS Financial Inc. publishes research reports on publicly traded companies. BWS takes a generalist approach in discovering opportunities that may seem profitable for its clients. BWS's research is meant for institutional investors, such as investment companies, banks, and other pooled investment vehicles. Individuals may be considered on a case-by-case basis if they meet the SEC's definition of a sophisticated investor.
Assets Under ManagementN/A
Clients33
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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