BETA WEALTH GROUP, INC

11421 W. Bernardo Court
San Diego, California 92127
Tel: 858-207-3377

About BETA WEALTH GROUP, INC

BETA WEALTH GROUP, INC, formally registered with the SEC as BETA WEALTH GROUP, INC. The firm was established in 08/24/2012. They have over 2 offices throughout the country.

BETA WEALTH GROUP, INC is a San Diego, California based Financial Planning firm with nearly $399,029,675 assets under management, offering retirement planning & investment advisory services to 429 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165224
SEC#	801-77060
Assets Managed by Firm	$399,029,675
No. of Clients	429
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (SUB-MANAGEMENT AND CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	429	$399,029,675
Individuals (other than high net worth individuals)	252	$67,130,100
High net worth individuals	171	$321,067,552
Pension and profit sharing plans	Fewer than 5 clients	$4,745,343
Charitable organizations	Fewer than 5 clients	$6,086,680

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