BWS Financial

Overview

BWS Financial is organized as a corporation and operates as an institutional registered investment adviser serving institutional clients. The firm does not act as a capital allocator and is not identified as an active ESG investor. Its stated fee approach includes subscription fees and other non-standard charging arrangements rather than a typical percentage-of-assets advisory fee. Published advisory activities include the production of periodicals or newsletters, provision of security ratings or pricing services, and market-timing services, indicating the firm provides research or information products in addition to investment advice. Regulatory markers show it is not a multistate adviser and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices