BPW Advisory Services LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 332779
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Kelli Byrd
Managing Member And Chief Compliance OfficerCRD 7973130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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