Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > fremont > BEYOND FINANCIAL SERVICES
BEYOND FINANCIAL SERVICES
39560 Stevenson Place
Suite 111
Fremont, California 94539
Tel: 5107929395
About BEYOND FINANCIAL SERVICES
BEYOND FINANCIAL SERVICES, formally registered with the SEC as BEYOND FINANCIAL SERVICES. The firm was established in 01/03/2017. They have over 2 offices throughout the country.
BEYOND FINANCIAL SERVICES is a Fremont, California based Financial Planning firm with nearly $155,178,361 assets under management, offering retirement planning & investment advisory services to 310 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286350 |
| SEC# | 801-108878 |
| Assets Managed by Firm | $155,178,361 |
| No. of Clients | 310 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 310 | $155,178,361 |
| Individuals (other than high net worth individuals) | 64 | $33,869,752 |
| High net worth individuals | 51 | $117,846,629 |
| Charitable organizations | Fewer than 5 clients | $3,461,980 |
More Retirement Planning firms in Fremont, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Fremont, California