Beverly Investment Advisors LLC is a large advisory firm based in Beverly Hills. It manages $157.43 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.
Beverly Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Beverly Investment Advisors LLC is $157.43 million. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Beverly Investment Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Beverly Investment Advisors is pension and profit sharing plans with 3 clients and $115.25 million of assets under management. Among the 13 most similar advisory firms, Beverly Investment Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $157.43 million for 44 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Beverly Investment Advisors doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Beverly Investment Advisors LLC performs its advisory services is located at 9701 Wilshire Boulevard, Beverly Hills, CA 90212, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-246-1200 or by fax 310-246-5778. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at beverlyadvisors.com.