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BEIRNE.
3 Enterprise Drive
Suite 410
Shelton, Connecticut 06484
Tel: 203-701-8606
About BEIRNE.
BEIRNE, formally registered with the SEC as BEIRNE. The firm was established in 02/01/2013. They have over 2 offices throughout the country.
BEIRNE. is a Shelton, Connecticut based Financial Planning firm with nearly $1,135,235,910 assets under management, offering retirement planning & investment advisory services to 1136 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167103 |
| SEC# | 801-77726 |
| Assets Managed by Firm | $1,135,235,910 |
| No. of Clients | 1136 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1136 | $1,135,235,910 |
| Individuals (other than high net worth individuals) | 311 | $64,709,922 |
| High net worth individuals | 41 | $105,323,212 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,915,892 |
| Charitable organizations | Fewer than 5 clients | $8,136,067 |
| Corporations or other businesses | 9 | $95,936,023 |
More Retirement Planning firms in Shelton, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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