Overview
Assets Under Management: $259 million
Headquarters: BOISE, ID
High-Net-Worth Clients: 86
Average Client Assets: $2 million
Frequently Asked Questions
BETO FINANCIAL GROUP, LLC 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 #307546), BETO FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
BETO FINANCIAL GROUP, LLC is headquartered in BOISE, ID.
BETO FINANCIAL GROUP, LLC serves 86 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, BETO FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BETO FINANCIAL GROUP, LLC manages $259 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, BETO FINANCIAL GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 735
Discretionary Accounts: 647
Non-Discretionary Accounts: 88
Regulatory Filings
CRD Number: 307546
Last Filing Date: 2024-03-25 00:00:00
Website: https://brwealthmgmt.com