BEERS FINANCIAL LLC
Total AUM
$49.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
609 SIMS AVENUE
SUITE 203
COLUMBIA
SC 29205
United States
SUITE 203
COLUMBIA
SC 29205
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Monday - Friday
Phone
803-748-9550
Financials
Total AUM
$49.8M
Accounts
103Discretionary
$49.8M
Accounts
103Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL RETAINER
Compliance
Disclosures
None reported
State Registrations
SC
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.