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Beecher Investment Management (Rancho Mirage)


Beecher Investment Management is a large advisory firm based in Rancho Mirage. It manages $42.4 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

Beecher Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Beecher Investment Management: assets under management

The assets under management (AUM) of Beecher Investment Management is $42.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $985.94 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beecher Investment Management for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rancho Mirage

The principal office where Beecher Investment Management performs its advisory services is located at 34805 Mission Hills Drive, Rancho Mirage, CA 92270, 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 760-321-8585 or by fax 760-321-8666. The normal business hours are 6:30 am to 1:00 pm on Monday - Friday.


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