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