Investment adviser · CRD 143892
BEEKMAN WEALTH ADVISORY, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 15, 2022
- Regulatory AUM
- $589M Form ADV · Item 5.F
- Client accounts
- 7 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 7 | $588,600,000 | 100.0% |
Filing source
Form ADV 1612061 · Mar 15, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 15, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Fixed
Principal office
620 FIFTH AVENUE, SUITE 202NEW YORK, NY, 10020, United States
CRD 143892
Filing source
Form ADV 1612061 · Mar 15, 2022 · 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.