BEECHWOOD ADVISORY GROUP, LLC
CRD #127614 SEC #801-62244 FRESNO, CA 559-325-8200
SEC Registered
Total AUM
$42.1M
Discretionary
$0
Employees
10
Clients
10
Accounts
440
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 7, 2005
- 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 |
|---|---|---|---|---|
| ROCKWELL, ROBERT, LEON | I | OFFICER | NA | Control |
| ROCKWELL, ROBERT, LEON | I | OFFICER | NA | Control |
| ROCKWELL, ROBERT, LEON | I | OFFICER | NA | Control |
| ROCKWELL, ROBERT, LEON | I | OFFICER | NA | Control |
| KOLBERT, ROBERT, LEE | I | MEMBER | C | Control |
| KOLBERT, ROBERT, LEE | I | MEMBER | C | Control |
| KOLBERT, ROBERT, LEE | I | MEMBER | C | Control |
| KOLBERT, ROBERT, LEE | I | MEMBER | C | Control |
| LONGSTAFF, JOHN, SCOTT | I | MEMBER | C | Control |
| LONGSTAFF, JOHN, SCOTT | I | MEMBER | C | Control |
| LONGSTAFF, JOHN, SCOTT | I | MEMBER | C | Control |
| LONGSTAFF, JOHN, SCOTT | I | MEMBER | C | Control |
| PRENDERGAST, MARK, LOUIS | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PRENDERGAST, MARK, LOUIS | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PRENDERGAST, MARK, LOUIS | I | MEMBER | C | Control |
| PRENDERGAST, MARK, LOUIS | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Sep 7, 2005 REGISTERED
Notice Filings (1)
CA
Address
2251 E. BEECHWOOD AVE.,FRESNO, CA 93720
USA
Phone: 559-325-8200