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Home > Retirement Planners > ohio > canfield > BEARD INVESTMENT SERVICES, INC.
BEARD INVESTMENT SERVICES, INC.
3701 Boardman - Canfield Rd.
Suite 1
Canfield, Ohio 44406
Tel: 330-758-0575
About BEARD INVESTMENT SERVICES, INC.
BEARD INVESTMENT SERVICES, INC, formally registered with the SEC as BEARD INVESTMENT SERVICES, INC. The firm was established in 01/10/1991. They have over 1 offices throughout the country.
BEARD INVESTMENT SERVICES, INC. is a Canfield, Ohio based Financial Planning firm with nearly $455,467,279 assets under management, offering retirement planning & investment advisory services to 745 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106249 |
| SEC# | 801-37961 |
| Assets Managed by Firm | $455,467,279 |
| No. of Clients | 745 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
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 | 745 | $455,467,279 |
| Individuals (other than high net worth individuals) | 337 | $63,899,658 |
| High net worth individuals | 102 | $155,453,430 |
| Pension and profit sharing plans | 91 | $232,575,033 |
| Charitable organizations | 7 | $1,011,293 |
| Corporations or other businesses | 9 | $2,527,865 |
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|---|---|---|---|
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| $54,569,476,420 | 741 | 48 | |
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