Alexander Beard (USA) Inc.

RIASEC RegisteredEst. 2021

Total AUM

$48.9M

Discretionary

$48.9M

100% of AUM

Avg account

$543K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Ellesmere Port Cheshire,
CRD number: 134642
Registered since: February 19, 2021
Website: www.abg.net
Custodians: NOVIA GLOBAL LIMITED, DENTONS PENSION MANAGEMENT LTD
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.35%
Individuals45.65%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Alexander Beard (USA) Inc. is a corporate RIA that registered with the SEC in 2021 and serves primarily individual and family clients. Its advisory services, as reported on filings, include discretionary portfolio management for individuals and small businesses, portfolio management for corporate or institutional clients, and pension consulting services. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. Filings also flag the firm as an active ESG investor and indicate an ownership structure tied to a foreign entity and an individual.