Investment adviser · CRD 134703

BECKWITH FINANCIAL ADVISORS, INC.

Investment adviser filing (IA)

GREENVILLE, SC, United States · Form ADV filed Jun 11, 2012

Regulatory AUM
$41.1M
Form ADV · Item 5.F
Client accounts
153
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 11, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

115 EAST CAMPERDOWN WAY
GREENVILLE, SC, 29601, United States

CRD 134703

Filing source

Form ADV 652243 · Jun 11, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.