|
⚲
|
| Beyond Financial Services
✚
|
|
|---|---|
| CRD # | 286350 |
| SEC # | 801-108878 |
| CIK # | |
| AUM | $155.2 M (2025-04-04) |
| Employees | 5 (20% Investors, 20% Brokers) |
| Phone | 510-792-9395 |
| Address | 39560 Stevenson Place Fremont, CA 94539 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 33.9 |
| (b) Individuals (high net worth individuals) | 51 | 117.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 155.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 310 | 155.2 |
| Total | 310 | 155.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.2 | |
| Total | 310 | 155.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goverman Financial Solutions LLC
✚
|
MA | 0.2 |
|
Archer Pointe Wealth Management LLC
✚
|
CA | 0.2 |
|
AMG Asset Management Group Inc
✚
|
GA | 0.2 |
|
Financial Planning Concepts of America Inc
✚
|
FL | 0.2 |
|
Zock Robert A & Co Inc
✚
|
NH | 0.2 |
|
Burr Financial Services LLC
✚
|
CA | 0.2 |
|
Corkern Barry M Advisory Services Inc
✚
|
AR | 0.2 |
|
Wall Street Investment Management LLC
✚
|
0.2 | |
|
Dick Rivera & Associates LLC
✚
|
FL | 0.2 |
|
Provident Financial Planning LLC
✚
|
TX | 0.2 |