|
⚲
|
| Beyond Wealth Management Group LLC
✚
| |
|---|---|
| CRD # | 293291 |
| SEC # | 801-112673 |
| CIK # | |
| AUM | $65.6 MM (2024-08-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 845-750-6213 |
| Address | 101 Main Street New Paltz, NY 12561 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 31.5 |
| (b) Individuals (high net worth individuals) | 11 | 27.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 620 | 65.6 |
| By Discretionary | ||
| Discretionary | 620 | 65.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 620 | 65.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 65.6 | |
| Total | 620 | 65.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Contego Capital Group Inc
✚
|
MN | 0.1 |
|
Black Hill Capital Partners LLC
✚
|
CA | 0.1 |
|
Weiss Financial Group LLC
✚
|
NY | 0.1 |
|
Sage Hill Advisory and Management LLC
✚
|
NY | 0.1 |
|
Lytle Investment Services Corp
✚
|
NY | 0.1 |
|
HTAA LLC
✚
|
IL | 0.1 |
|
Redwood Advisory LLC
✚
|
NY | 0.1 |
|
Riley Private Client LLC
✚
|
TX | 0.1 |
|
North Woods Asset Management LLC
✚
|
NY | 0.1 |
|
Peapod Lane Capital LLC
✚
|
NY | 0.1 |