Overview
Assets Under Management: $96 million
Headquarters: BEVERLY HILLS, CA
High-Net-Worth Clients: 40
Average Client Assets: $1.8 million
Frequently Asked Questions
BEVERLY INVESTMENT ADVISORS 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 #124038), BEVERLY INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
BEVERLY INVESTMENT ADVISORS LLC is headquartered in BEVERLY HILLS, CA.
BEVERLY INVESTMENT ADVISORS LLC serves 40 high-net-worth clients according to their SEC filing dated March 08, 2024. View client details ↓
According to their SEC Form ADV, BEVERLY INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BEVERLY INVESTMENT ADVISORS LLC manages $96 million in client assets according to their SEC filing dated March 08, 2024.
According to their SEC Form ADV, BEVERLY INVESTMENT ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.46%
Average Client Assets: $1.8 million
Total Client Accounts: 105
Discretionary Accounts: 98
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 124038
Filing ID: 1838995
Last Filing Date: 2024-03-08 11:23:00