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| Alexander Beard USA Inc
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|
|---|---|
| CRD # | 134642 |
| SEC # | 801-120225 |
| CIK # | |
| AUM | $41.8 MM (2023-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 650-684-0450 |
| Address | 14/16 Rossmore Business Village Ellesmere Port Cheshire, United Kingdom |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 17.3 |
| (b) Individuals (high net worth individuals) | 17 | 21.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 86 | 41.8 |
| By Discretionary | ||
| Discretionary | 86 | 41.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 86 | 41.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 40.7 | |
| Total | 86 | 41.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Seymour Asset Management LLC
✚
|
NY | 0.0 |
|
Quinn Wealth Advisors A Series of Indepen Wealth Partners LLC
✚
|
PA | 0.0 |
|
Emstone Advisers LLC
✚
|
PA | 0.0 |
|
Madison Global Advisors LLC
✚
|
NY | 0.0 |
|
Quint Wealth Management Inc
✚
|
NY | 0.0 |
|
Value Investment Professionals LLC
✚
|
NY | 0.0 |
|
Vineyard Family Wealth LLC
✚
|
TX | 0.0 |
|
Transparent Wealth Consulting LLC
✚
|
NY | 0.0 |
|
Retirement Specialty Group Inc
✚
|
TN | 0.0 |
|
Redwood Advisory LLC
✚
|
NY | 0.0 |