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Building 2BECK INVESTMENT MANAGEMENT, LLC

Map pinPALO ALTO, CA
Phone650-617-3477
NotebookSEC #801-67902
Total AUM
$8.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 LYTTON AVENUE
2ND FLOOR
PALO ALTO
CA 94301-1556
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
650-617-3477

ReceiptFinancials

Total AUM
$8.9M
Accounts
6
Discretionary
$8.6M
Accounts
4
Non-Discretionary
$302.2K
Accounts
2

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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