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BEECH HILL ADVISORS, INC

880 Third Ave 16th Floor
New York, New York 10022
Tel: 212-350-7250

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About BEECH HILL ADVISORS, INC

BEECH HILL ADVISORS, INC, formally registered with the SEC as BEECH HILL ADVISORS, INC. The firm was established in 04/01/1988. They have over 5 offices throughout the country.

BEECH HILL ADVISORS, INC is a New York, New York based Financial Planning firm with nearly $313,122,695 assets under management, offering retirement planning & investment advisory services to 276 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110457
SEC#801-31503
Assets Managed by Firm$313,122,695
No. of Clients276
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services

Firm Client Information

No. of ClientsAUM
Firm Total276$313,122,695
Individuals (other than high net worth individuals)227$115,269,837
High net worth individuals52$197,852,858

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