Beta Financial Advisors
Firm details
- Headquarters
- San Angelo, Texas
- CRD number
- 342712
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Beta Financial Advisors is a Texas-registered limited liability company that provides fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm is owner-operated and charges clients either a percentage of assets under management or fixed fees depending on the engagement. FINTRX data classifies the adviser as unclassified and notes it is not positioned as a capital allocator, pension consultant, or active ESG investor.
Assets & Accounts
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
Owners & executives
1 of 1
Thomas Seabourne
Founder & Chief Compliance OfficerCRD 8278737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Angelo, TX
Tom Green
Location
San Angelo, TX
Headquartered in San Angelo, TX, in the South of the United States.
- Region
- South
- County
- Tom Green
- Address
- 12 E Twohig Ave
- Time zone
- CT (UTC-6)
- Office locations
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