Overview
Assets Under Management: $1.3 billion
Headquarters: COVINGTON, LA
High-Net-Worth Clients: 303
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 303
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,006
Discretionary Accounts: 4,738
Non-Discretionary Accounts: 268
Regulatory Filings
CRD Number: 109867
Filing ID: 1995966
Last Filing Date: 2025-06-05 10:39:00
Website: https://beamwealth.com