Overview
Assets Under Management: $985 million
Headquarters: WEST CONSHOHOCKEN, PA
High-Net-Worth Clients: 71
Average Client Assets: $11 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.78
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 113
Discretionary Accounts: 113
Regulatory Filings
CRD Number: 107615
Last Filing Date: 2024-02-07 00:00:00
Website: https://beachinvest.com