Beyond Borders Investment Strategies, LLC
RIAState Registered
Total AUM
$483K
Discretionary
$483K
100% of AUM
Avg account
$121K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 169513
- Website
- www.bbistrategies.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beyond Borders Investment Strategies, LLC is an independent, Massachusetts-registered investment adviser organized as an LLC and owned by an individual. The firm provides fee-based portfolio management services across individuals, small businesses, pooled vehicles and institutions, and supplements advisory work with publications and educational seminars. Its stated billing approach includes a percentage-of-AUM fee schedule and the option of hourly charges. The firm does not identify itself as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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