BETO Financial Group LLC

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Assets, Funds, Holdings

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BETO Financial Group LLC
CRD #307546
SEC #801-118952
CIK #
AUM $259.0 MM (2024-03-25)
Employees 5 (60% Investors, 40% Brokers)
Phone208-258-2540
Address380 E Parkcenter Blvd
Boise, ID 83706
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
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
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Christy Capital Management Inc
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Diversified Financial Management Associates Inc
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Heritage Wealth Architects Inc
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Auxin Group Wealth Management LLC
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