0001612224-17-000003.txt : 20170914 0001612224-17-000003.hdr.sgml : 20170914 20170914180526 ACCESSION NUMBER: 0001612224-17-000003 CONFORMED SUBMISSION TYPE: MA/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20170913 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bartle Wells Associates CENTRAL INDEX KEY: 0001612224 IRS NUMBER: 941664409 STATE OF INCORPORATION: CA FISCAL YEAR END: 0228 FILING VALUES: FORM TYPE: MA/A SEC ACT: 1934 Act SEC FILE NUMBER: 867-00740 FILM NUMBER: 171086501 BUSINESS ADDRESS: STREET 1: 1889 ALCATRAZ AVENUE CITY: BERKELEY STATE: CA ZIP: 94703 BUSINESS PHONE: 5106533399 MAIL ADDRESS: STREET 1: 1889 ALCATRAZ AVENUE CITY: BERKELEY STATE: CA ZIP: 94703 MA/A 1 primary_doc.xml MA/A 0001612224 XXXXXXXX Alex Handlers 5106533399 alex@bartlewells.com ddove@bartlewells.com bwa@bartlewells.com Bartle Wells Associates 94-1664409 866-00446-00 867-00740 1889 Alcatraz Avenue Berkeley CA 94703 5106533399 5106533769 Y 1889 Alcatraz Avenue Berkeley CA 94703 www.bartlewells.com Alex Tevia Handlers 9253104679 alex@bartlewells.com Douglas Robert Dove 5108532336 ddove@bartlewells.com Add Alex Handlers 9253104679 Backup of the firm's electronic files. February CA 04-01-1964 N 6 2 0 0 0 25 Municipal Entities 0 0 0 Not Applicable Hourly Charges Fixed Fees Not Applicable On an occasional infrequent project, we have been hired as subcontractor to an engineering firm and hence are compensated directly by the engineering firm (who in turn bills the client). Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice Guaranteed IC Advice On Selection Other Advice concerning financial planning which sometimes includes projected use of debt financing. Advice concerning the issuance of other types of financing including private placements, lines of credit, and various state and federal grant and loan programs. Y Our firm provides three main services to public agencies including, a) financial planning, b) utility rate and fee studies, and c) independent municipal advisory services regarding the issuance of debt. N Other municipal advisor 2 Add Other municipal advisor Alex Handlers Alex Handlers Y N N Add Other municipal advisor Douglas Dove Douglas Dove Y N N Delete Other municipal advisor Alison Lechowicz Alison Lechowicz Y N N Delete Other municipal advisor Michael DeGroot Michael DeGroot Y N N Delete Other municipal advisor Thomas Gaffney Thomas Gaffney Y N N Delete Other municipal advisor Abigail Seaman Abigail Seaman Y N N Delete Other municipal advisor Erik Helgeson Erik Helgeson Y N N N N N N N N N N N N Y N N N N N N N N N N N N N N N N N N N N N N N N N N N Y N Alex Tevia Handlers Principal 01-01-2008 D Y Douglas Robert Dove Principal 01-01-1997 D Y Add Alex Tevia Handlers Principal 01-01-2008 D Y Add Douglas Robert Dove Principal 01-01-1997 D Y Alex Handlers Alex Handlers Principal / Vice-President 09-13-2017 N N N N N Y N N Y N Y N N N Y N N N N N N