0001612224-18-000002.txt : 20180129
0001612224-18-000002.hdr.sgml : 20180129
20180129195658
ACCESSION NUMBER: 0001612224-18-000002
CONFORMED SUBMISSION TYPE: MA/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20180116
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: 18557258
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
6
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
6
Add
Other municipal advisor
Alex Handlers
Alex Handlers
Y
N
N
Add
Other municipal advisor
Douglas Dove
Douglas Dove
Y
N
N
Amend
Other municipal advisor
Michael DeGroot
Michael DeGroot
Y
N
N
Amend
Other municipal advisor
Abigail Seaman
Abigail Seaman
Y
N
N
NewAdd
Other municipal advisor
Erik Helgeson
Erik Helgeson
Y
N
N
NewAdd
Other municipal advisor
Thomas Gaffney
Thomas Gaffney
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
01-16-2018
N
N
N
N
N
Y
N
N
Y
N
Y
N
N
N
Y
N
N
N
N
N
N