| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Douglas Todd Control | Chief Executive Officer/Owner | 50-75% | 2007 |
| Benjamin Alexander Williams | Treasurer/Director/Shareholder | Under 5% | 2018 |
| Blake Alexander Morlet | Director/Shareholder/Vice President | Under 5% | 2018 |
Bdt & Associates, Inc. reports $324.6 million in regulatory assets under management on its Form ADV.
Bdt & Associates, Inc. reports 11 employees.
Bdt & Associates, Inc. is based in Yuma, AZ and has been SEC-registered since 2020.
Bdt & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2615 East 24th Street, Suite 2, Yuma, AZ 85365 |
| Phone | 928-344-8000 |
| Fax | 928-344-1213 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
| Discretionary | — |
| Non-discretionary | $324.6M |
| Total (RAUM) | $324.6M |