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Home > Retirement Planners > new york > new paltz > BEYOND WEALTH MANAGEMENT GROUP, LLC
BEYOND WEALTH MANAGEMENT GROUP, LLC
101 Main Street
Rear Building
New Paltz, New York 12561
Tel: 845-750-6213
About BEYOND WEALTH MANAGEMENT GROUP, LLC
BEYOND WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as BEYOND WEALTH MANAGEMENT GROUP, LLC. The firm was established in 03/26/2018. They have over 1 offices throughout the country.
BEYOND WEALTH MANAGEMENT GROUP, LLC is a New Paltz, New York based Financial Planning firm with nearly $65,580,773 assets under management, offering retirement planning & investment advisory services to 620 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 293291 |
| SEC# | 801-112673 |
| Assets Managed by Firm | $65,580,773 |
| No. of Clients | 620 |
| 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
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 620 | $65,580,773 |
| Individuals (other than high net worth individuals) | 244 | $31,535,050 |
| High net worth individuals | 11 | $27,919,559 |
| Pension and profit sharing plans | 7 | $2,863,999 |
| Corporations or other businesses | 5 | $3,262,165 |
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