Investment adviser · CRD 111073

PRIVATE ADVISORY GROUP

Investment adviser filing (IA)

BEAN FINANCIAL ADVISORS, INC.

REDMOND, WA, United States · Form ADV filed Apr 1, 2014

Regulatory AUM
$193M
Form ADV · Item 5.F
Client accounts
358
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
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: Apr 1, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

16880 NE 79TH STREET
REDMOND, WA, 98052, United States

CRD 111073

Filing source

Form ADV 811766 · Apr 1, 2014 · 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.