Overview
Assets Under Management: $35.9 billion
High-Net-Worth Clients: 833
Average Client Assets: $2 million
Frequently Asked Questions
BEUTEL, GOODMAN & COMPANY LTD. 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 #135829), BEUTEL, GOODMAN & COMPANY LTD. is subject to fiduciary duty under federal law.
BEUTEL, GOODMAN & COMPANY LTD. serves 833 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, BEUTEL, GOODMAN & COMPANY LTD. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
BEUTEL, GOODMAN & COMPANY LTD. manages $35.9 billion in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, BEUTEL, GOODMAN & COMPANY LTD. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 833
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,194
Discretionary Accounts: 1,124
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 135829
Last Filing Date: 2024-03-27 00:00:00
Website: https://beutelgoodman.com