STREETBEAT LLC

228 Hamilton Ave
3rd Floor
Palo Alto, California 94301
Tel: 650-204-0399

About STREETBEAT LLC

STREETBEAT LLC, formally registered with the SEC as STREETBEAT LLC. The firm was established in 08/30/2021. They have over 1 offices throughout the country.

STREETBEAT LLC is a Palo Alto, California based Financial Planning firm with nearly $3,434,669 assets under management, offering retirement planning & investment advisory services to 168622 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315893
SEC#	801-122213
Assets Managed by Firm	$3,434,669
No. of Clients	168622
No. of Advisors	3

Fee Structure

Other (THE ADVISER CHARGES A MONTHLY SUBSCRIPTION FEE FOR SERVICES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	168622	$3,434,669
Individuals (other than high net worth individuals)	168620	$2,984,916
Corporations or other businesses	2	$449,753

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