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| BETO Financial Group LLC
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|---|---|
| CRD # | 307546 |
| SEC # | 801-118952 |
| CIK # | 0002104828 |
| AUM | 328.8 M (2026-04-28) |
| Employees | 7 (71% Investors, 29% Brokers) |
| Phone | 208-258-2540 |
| Address | 380 E Parkcenter Blvd Boise, ID 83706 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 3.8 | ||
| Apple Inc | 3.2 | ||
| Microsoft Corp | 2.1 | ||
| SPDR Gold Trust | 2.0 | ||
| Ryerson Holding Corp | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 78.1 |
| (b) Individuals (high net worth individuals) | 91 | 241.3 |
| (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 | 4 | 2.5 |
| (h) Charitable organizations | 4 | 2.1 |
| (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 | 12 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 874 | 328.8 |
| By Discretionary | ||
| Discretionary | 836 | 311.1 |
| Non-Discretionary | 38 | 17.7 |
| Total | 874 | 328.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.8 | |
| Total | 874 | 328.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002104828] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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Envision Financial Transparency LLC
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