1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALEXANDER BEARD (USA) INC.

Map pinELLESMERE PORT, CHESHIRE
Phone650-684-0450
NotebookSEC #801-120225
Total AUM
$48.9M
Employees
3
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14-15 ROSSMORE BUSINESS VILLAGE
INWARD WAY
ELLESMERE PORT, CHESHIRE
CH65 3EY
United Kingdom
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
650-684-0450
Other Offices
1

ReceiptFinancials

Total AUM
$48.9M
Accounts
90
Discretionary
$48.9M
Accounts
90
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
58
AUM
$22.3M
HNW Individual Clients
17
AUM
$26.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMANHNJNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account