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|
| Keyboard |
| Beyond Financial Services
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|
|---|---|
| CRD # | 286350 |
| SEC # | 801-108878 |
| CIK # | |
| AUM | 176.7 M (2026-02-13) |
| Employees | 4 (25% Investors, 25% Brokers) |
| Phone | 510-792-9395 |
| Address | 39560 Stevenson Place Fremont, CA 94539 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 30.6 |
| (b) Individuals (high net worth individuals) | 58 | 142.3 |
| (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 | 0 | 0.5 |
| (h) Charitable organizations | 0 | 3.2 |
| (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 | 335 | 176.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 335 | 176.7 |
| Total | 335 | 176.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.7 | |
| Total | 335 | 176.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
M Wealth Management LLC
✚
|
CA | 177.6 M |
|
Newcorp Financial Services Inc
✚
|
GA | 177.1 M |
|
Stillwater Private Wealth LLC
✚
|
176.8 M | |
|
Torrey Wealth LLC
✚
|
CA | 176.7 M |
|
Bradyco Inc
✚
|
176.7 M | |
|
Ladd Capital Management LLC
✚
|
CT | 176.6 M |
|
Pointer Financial Advisors LLC
✚
|
MD | 176.4 M |
|
Corbett Road Capital Management LLC
✚
|
VA | 176.3 M |
|
Jim Mackay Financial Planning LLC
✚
|
MO | 176.0 M |
|
Mallini Complete Financial Planning LLC
✚
|
FL | 176.0 M |