0001612224-23-000007.txt : 20230523 0001612224-23-000007.hdr.sgml : 20230523 20230523162510 ACCESSION NUMBER: 0001612224-23-000007 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230228 FILED AS OF DATE: 20230505 DATE AS OF CHANGE: 20230523 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: 23949201 BUSINESS ADDRESS: STREET 1: 369 42ND STREET CITY: OAKLAND STATE: CA ZIP: 94609 BUSINESS PHONE: 5106533399 MAIL ADDRESS: STREET 1: 2625 ALCATRAZ AVE #602 CITY: BERKELEY STATE: CA ZIP: 94705 MA-A 1 primary_doc.xml MA-A 0001612224 XXXXXXXX Alex Handlers 5106533399 alex@bartlewells.com ddove@bartlewells.com bwa@bartlewells.com 02-28-2023 Y Bartle Wells Associates 94-1664409 866-00446-00 867-00740 5106533399 Y 2625 Alcatraz Ave, #602 Berkeley CA 94705 www.bartlewells.com Alex Tevia Handlers 5104211313 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 4 0 0 0 11 Municipal Entities 0 0 0 Not Applicable Hourly Charges Fixed Fees Not Applicable 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 4 Add Other municipal advisor Alex Handlers Alex Handlers Y N N Add Other municipal advisor Douglas Dove Douglas Dove Y N N Add Other municipal advisor Michael DeGroot Michael DeGroot Y N N Add Other municipal advisor Erik Helgeson Erik Helgeson Y N N Delete Other municipal advisor Abigail Seaman Abigail Seaman 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 000000000 Douglas Robert Dove Principal 01-01-1997 D Y 000000000 Alex Tevia Handlers Principal 01-01-2008 D Y 000000000 Amend Douglas Robert Dove Principal 01-01-1997 C Y 000000000 NewAdd Erik William Helgeson Vice President 03-01-2023 B Y 000000000 NewAdd Michael John DeGroot Vice President 03-01-2023 B Y 000000000 Alex Handlers Alex Handlers Principal & Vice President 05-05-2023 N N N N N Y N N Y N Y N N N N N N N N N N