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Building 2BEVERLY INVESTMENT ADVISORS LLC

Map pinBEVERLY HILLS, CA
Phone310-246-1200
NotebookSEC #801-63046
Total AUM
$95.6M
Employees
1
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9701 WILSHIRE BOULEVARD
10TH FL.
BEVERLY HILLS
CA 90212
United States
Operating Hours
7:00 A.M. - 3:00 P.M.
Monday - Friday
Phone
310-246-1200

ReceiptFinancials

Total AUM
$95.6M
Accounts
105
Discretionary
$72.2M
Accounts
98
Non-Discretionary
$23.5M
Accounts
7

ContactClients

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Individual Clients
3
AUM
$325.8K
HNW Individual Clients
40
AUM
$72.2M
Pension/Profit Sharing Plan Clients
1
AUM
$23.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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