Beekman Wealth Advisory LLC

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Assets, Funds, Holdings

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Beekman Wealth Advisory LLC
CRD #143892
SEC #801-68302
CIK #
AUM
Employees 3 (100% Investors, 0% Brokers)
Phone212-365-7400
Address620 Fifth Avenue
New York, NY 10020
Source [IAPD] [Website]
Total AUM ($MM)
60048036024012002006201120172023
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 7 588.6
(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 0 0.0
(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 7 588.6
By Discretionary
Discretionary 0 0.0
Non-Discretionary 7 588.6
Total 7 588.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 588.6
Total 7 588.6
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