Overview
Assets Under Management: $985 million
Headquarters: WEST CONSHOHOCKEN, PA
High-Net-Worth Clients: 71
Average Client Assets: $11 million
Frequently Asked Questions
BEACH INVESTMENT COUNSEL INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107615), BEACH INVESTMENT COUNSEL INC is subject to fiduciary duty under federal law.
BEACH INVESTMENT COUNSEL INC is headquartered in WEST CONSHOHOCKEN, PA.
BEACH INVESTMENT COUNSEL INC serves 71 high-net-worth clients according to their SEC filing dated February 07, 2024. View client details ↓
According to their SEC Form ADV, BEACH INVESTMENT COUNSEL INC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BEACH INVESTMENT COUNSEL INC manages $985 million in client assets according to their SEC filing dated February 07, 2024.
According to their SEC Form ADV, BEACH INVESTMENT COUNSEL INC serves high-net-worth individuals and institutional clients. View client details ↓
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