BWM ADVISORY LLC

BEDROCK INVESTMENT ADVISORS
SCOTTSDALE, Arizona·2 registered advisors·CRD# 173131
SEC# 801-1082906800-779-4183
01

Firm Overview

AUM
$30M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BWM ADVISORY LLC

2 registered advisors
Jeffrey Stuart Boettcher
SCOTTSDALE, Arizona
Jessica Bethany Olsen
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. BWM ADVISORY LLC (CRD# 173131) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.