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| Beirne Wealth Consulting Services LLC
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| |
|---|---|
| CRD # | 167103 |
| SEC # | 801-77726 |
| CIK # | 0001697303 |
| AUM | $1.1 BB (2024-03-28) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 203-701-8606 |
| Address | 3 Enterprise Drive Shelton, CT 06484 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 4.1 | |
| AAPL | 2,382,844.0 | 4.0 | |
| APO | 29,452.5 | 2.0 | |
| ALT | 503.1 | 1.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 311 | 0.1 |
| (b) Individuals (high net worth individuals) | 41 | 0.1 |
| (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 | 27 | 0.9 |
| (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 | 9 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,136 | 1.1 |
| By Discretionary | ||
| Discretionary | 1,105 | 0.5 |
| Non-Discretionary | 31 | 0.7 |
| Total | 1,136 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 1,136 | 1.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697303] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rossmore Private Capital LLC
✚
|
CT | 1.1 |
|
Kavar Capital Partners Group LLC
✚
|
KS | 1.1 |
|
True Link Financial Advisors LLC
✚
|
CA | 1.1 |
|
Evelyn Partners Asset Management Limited
✚
|
1.1 | |
|
Stephens Group Asset Management LLC
✚
|
AR | 1.1 |
|
Capital Planning Advisors LLC
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|
CA | 1.1 |
|
SBK Financial Inc
✚
|
VA | 1.1 |
|
Burton Enright Welch
✚
|
CA | 1.1 |
|
Capital Advisors Ltd LLC
✚
|
OH | 1.1 |
|
Legacy Capital Wealth Partners LLC
✚
|
AR | 1.1 |