Investment adviser · CRD 1763

H. BECK, INC.

Investment adviser filing (IA)

ROCKVILLE, MD, United States · Form ADV filed Mar 25, 2021

Regulatory AUM: $1.98B
Client accounts: 7,230
Employees: 406
Advisory professionals: 373

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	2,716	$1,202,349,565	60.7%
Individuals	4,449	$745,821,560	37.7%
Retirement plans	38	$17,592,689	0.9%
Charities	14	$7,209,514	0.4%
Corporations & businesses	13	$6,541,568	0.3%

Filing source

Form ADV 1501695 · Mar 25, 2021 · 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 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: Mar 25, 2021. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2440 RESEARCH BOULEVARD, SUITE 500
ROCKVILLE, MD, 20850, United States

CRD 1763

Filing source

Form ADV 1501695 · Mar 25, 2021 · 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.