Overview
Assets Under Management: $385 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 166
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 970
Discretionary Accounts: 970
Regulatory Filings
CRD Number: 152705
Last Filing Date: 2024-10-02 00:00:00
Website: https://beckcapitalmanagement.com