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BEYOND WEALTH MANAGEMENT GROUP, LLC
NEW PALTZ, NY
845-750-6213
SEC #801-112673Total AUM
$139.4M
Employees
3Clients
327Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 MAIN STREET
REAR BUILDING
NEW PALTZ
NY 12561
United States
REAR BUILDING
NEW PALTZ
NY 12561
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
845-750-6213
Financials
Total AUM
$139.4M
Accounts
784Discretionary
$107.4M
Accounts
777Non-Discretionary
$31.9M
Accounts
7
Clients
Individual Clients
250AUM
$31.3M
HNW Individual Clients
61AUM
$72.1M
Pension/Profit Sharing Plan Clients
13AUM
$32.9M
Charitable Organization Clients
1AUM
$849
Corporation or Business Clients
2AUM
$3.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.