Bewa, LLC is a large advisory firm based in Madison. It manages $685.1 million of regulatory assets for 901 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Connecticut, Florida, and 11 other states.
Bewa provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bewa, LLC is $685.1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bewa, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert John Diquollo has been acting as President since 1 Oct 2012. Jerry Anthony Miccolis has served as the Chief Investment Officer since 1 Dec 2012. Llc Mariner Wealth Advisors joined the executive team most recently as the Managing Member.
The principal office where Bewa, LLC performs its advisory services is located at One Giralda Farms, Madison, NJ 07940 The mailing address of the firm is 4200 West 115 Th Street, Leawood, KS 66211. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-984-3352 or by fax 973-292-0003. The normal business hours are 9:00am - 5:00pm on Monday - Friday.