Max Chun-van osdol
Investment adviser representative at C.m.bidwell & Associates Ltd
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$267.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- C.m.bidwell & Associates LtdMar 2018 to now
- C.M. Bidwell & Associates, Ltd.May 2012 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, HI, WA).
C.m.bidwell & Associates Ltd
$267.1MAssets managed
165Clients
4Advisers
46 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6137893
- Firm CRD
- 107449