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Building 2BECKETT CLARK PRIVATE WEALTH, LLC

Map pinBETHESDA, MD
Phone301-708-8911
NotebookSEC #801-134685
Total AUM
$28.6M
Employees
2
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 EAST WEST HIGHWAY
SUITE 150
BETHESDA
MD 20814
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
301-708-8911

ReceiptFinancials

Total AUM
$28.6M
Accounts
67
Discretionary
$28.6M
Accounts
67
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$2.8M
HNW Individual Clients
5
AUM
$22.4M
Pension/Profit Sharing Plan Clients
2
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDNEVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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