Investment adviser · CRD 160184

BEIRNE WEALTH CONSULTING, LLC

Investment adviser filing (IA)

MILFORD, CT, United States · Form ADV filed Nov 29, 2012

Regulatory AUM
$396M
Form ADV · Item 5.F
Client accounts
1,619
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
9
Investment advisory functions

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: Nov 29, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

612 WHEELERS FARMS ROAD
MILFORD, CT, 06461, United States

CRD 160184

Filing source

Form ADV 682715 · Nov 29, 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.