BEAN FINANCIAL ADVISORS, INC.
Legal name: PRIVATE ADVISORY GROUP
CRD #111073 SEC #801-58201 REDMOND, WA (425) 498-2320
SEC Registered
Total AUM
$168M
Discretionary
$160M
Employees
6
Clients
26
Accounts
100
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 7, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEAN, STEPHEN, CRAIG | I | PRESIDENT | E | Control |
| BEAN, STEPHEN, CRAIG | I | PRESIDENT | E | Control |
| BEAN, STEPHEN, CRAIG | I | PRESIDENT | E | Control |
| BEAN, STEPHEN, CRAIG | I | PRESIDENT | E | Control |
| BEAN, STEPHEN, CRAIG | I | PRESIDENT | E | Control |
| BEAN, STEPHEN, CRAIG | I | PRESIDENT | E | Control |
| BEAN, STEPHEN, CRAIG | I | PRESIDENT | E | Control |
| STEPHEN C BEAN | DE | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STEPHEN C BEAN | DE | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| STEPHEN C BEAN | DE | PRESIDENT | E | Control |
| STEPHEN C BEAN | DE | PRESIDENT | E | Control |
| STEPHEN C BEAN | DE | PRESIDENT | E | Control |
| STEPHEN C BEAN | DE | PRESIDENT | E | Control |
| BEAN, DOUGLAS, REED | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BEAN, S., CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | D | Control |
| BEAN, S., CHRISTOPHER | I | SECRETARY | C | Control |
| BEAN, S., CHRISTOPHER | I | SECRETARY | C | Control |
| BEAN, S., CHRISTOPHER | I | SECRETARY | C | Control |
| BEAN, S., CHRISTOPHER | I | SECRETARY | C | Control |
| BEAN, DOUGLAS, REED | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| BEAN, DOUGLAS, REED | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| BEAN, DOUGLAS, REED | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| BEAN, DOUGLAS, REED | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| BEAN, DOUGLAS, REED | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| BEAN, DOUGLAS, REED | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| BEAN, DOUGLAS, REED | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
May 7, 2013 REGISTERED
Notice Filings (1)
WA
Address
16880 NE 79TH STREETREDMOND, WA 98052
United States
Phone: (425) 498-2320