H Beck Inc

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Assets, Funds, Holdings

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H Beck Inc
CRD #1763
SEC #801-
CIK #
AUM
Employees 406 (92% Investors, 92% Brokers)
Phone301-944-5900
Address2440 Research Boulevard
Rockville, MD 20850
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
3.02.41.81.20.60.02001200920172025
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 4,449 0.7
(b) Individuals (high net worth individuals) 2,716 1.2
(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 38 0.0
(h) Charitable organizations 14 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 13 0.0
(n) Other 0 0.0
Total 7,230 2.0
By Discretionary
Discretionary 1,506 0.4
Non-Discretionary 5,724 1.6
Total 7,230 2.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.0
Total 7,230 2.0
Firm Profile (Form ADV)
Discretionary AUM$0.0B
Clients500
ServesInstitutional, Retail, Research
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