Beagle Invest
Firm details
- Headquarters
- ,
- CRD number
- 315719
- Registered since
- September 8, 2021
- Website
- meetbeagle.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Beagle Invest is a limited liability company that registered with the SEC in 2021 and serves individual and family clients. The firm bills on a fixed‑fee basis and focuses on portfolio management for individuals and small businesses. It does not present itself as a capital allocator or pension consultant, and it does not report active ESG integration or multi‑state advisory operations. Ownership is recorded as a combination of a domestic entity and an individual. Regulatory classification on public filings is listed as unclassified.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Shuo Jiao
Co-Founder & CEOCRD 7414574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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