BDT & ASSOCIATES, INC. of YUMA, AZ is an SEC-registered investment adviser (CRD 288008). Regulatory assets under management: $371.1M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Barry Douglas Todd | CHIEF EXECUTIVE OFFICER/OWNER | — |
| Kimberly Kaye Davis | OWNER/CHIEF COMPLIANCE OFFICER/PRESIDENT/CHIEF FINANCIAL OFFICER | — |
| Doyel Nmn Price | DIRECTOR/OWNER; DIRECTOR/OWNER/VICE PRESIDENT | — |
| Benjamin Alexander Williams | TREASURER/DIRECTOR/SHAREHOLDER | — |
| Blake Alexander Morlet | DIRECTOR/SHAREHOLDER; DIRECTOR/SHAREHOLDER/VICE PRESIDENT | — |
| Leigh Bennett Harns | SECRETARY/DIRECTOR/SHAREHOLDER | — |
| Tyler Cody Laurel | DIRECTOR/SHAREHOLDER | — |
| Scott L Hull | DIRECTOR/SHAREHOLDER | — |
| TODD BARRY DOUGLAS | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/OWNER; CHIEF EXECUTIVE OFFICER & SHAREHOLDER (+2 more) | — |
| DAVIS KIMBERLY KAYE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & SHAREHOLDER; EXECUTIVE VP/OWNER/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| PRICE DOYEL NMN | DIRECTOR/OWNER; DIRECTOR/OWNER/VICE PRESIDENT; PRESIDENT AND OWNER | — |
| STOGNER REID JORDAN | TREASURER AND OWNER | — |
| HULL SCOTT L | BRANCH MANAGER AND OWNER; DIRECTOR AND OWNER; DIRECTOR/SHAREHOLDER | — |
| WILLIAMS BENJAMIN ALEXANDER | TREASURER/DIRECTOR; TREASURER/DIRECTOR/SHAREHOLDER | — |
| Morlet Blake Alexander | DIRECTOR; DIRECTOR/SHAREHOLDER | — |
| HARNS LEIGH B | SECRETARY/DIRECTOR | — |
| HARNS LEIGH BENNETT | SECRETARY/DIRECTOR/SHAREHOLDER | — |
| LAUREL TYLER CODY | DIRECTOR/SHAREHOLDER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN DIEGO | CA | 3 | (858) 769-1728 |
| TEMECULA | CA | 1 | (951) 749-1600 |
| BOERNE | TX | 1 | (830) 345-0104 |
| CORONADO | CA | 1 | (619) 789-0105 |
| ARLINGTON | VA | 1 | (571) 470-1400 |
| LA MESA | CA | 1 | (619) 324-0300 |