|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| BETO Financial Group LLC
✚
|
|
|---|---|
| CRD # | 307546 |
| SEC # | 801-118952 |
| CIK # | |
| AUM | $284.2 M (2025-03-18) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 208-258-2540 |
| Address | 380 E Parkcenter Blvd Boise, ID 83706 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 67.7 |
| (b) Individuals (high net worth individuals) | 83 | 184.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.6 |
| (h) Charitable organizations | 5 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 735 | 259.0 |
| By Discretionary | ||
| Discretionary | 647 | 217.1 |
| Non-Discretionary | 88 | 41.9 |
| Total | 735 | 259.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.0 | |
| Total | 735 | 259.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthview Capital LLC
✚
|
MS | 0.3 |
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 0.3 |
|
Asia Pacific Financial Management Group Inc
✚
|
0.3 | |
|
Decker Retirement Planning Inc
✚
|
UT | 0.3 |
|
Robasciotti & Associates Inc
✚
|
0.3 | |
|
Hutto Retirement Advisors LLC
✚
|
TX | 0.3 |
|
Turn8 Private Wealth Inc
✚
|
0.3 | |
|
FSC Wealth Advisors LLC
✚
|
NY | 0.3 |
|
Assetgrade LLC
✚
|
MA | 0.3 |
|
Strategy Financial Services LLC
✚
|
AZ | 0.3 |