BPW Advisory Services LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Houston, Texas
CRD number
332779
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

BPW Advisory Services LLC is an individual-owned limited liability company registered as an institutional RIA that functions primarily as a capital allocator. The firm’s stated advisory activity is the selection of other advisers, indicating its role is focused on sourcing and recommending external managers rather than running proprietary investment strategies. Fee arrangements are listed as "other" (not further specified). BPW does not identify as an active ESG investor, is not a multistate adviser, and is not described as a pension consultant or related adviser. An industry affiliation with an accountant is noted.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kelli Byrd

    Managing Member And Chief Compliance OfficerCRD 7973130

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
770 S Post Oak Ln
Time zone
CT (UTC-6)
Office locations

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