BECKWITH FINANCIAL ADVISORS, INC.
CRD #134703 SEC #801-66933 GREENVILLE, SC 864-233-7770
SEC Registered
Total AUM
$41.1M
Discretionary
$36.3M
Employees
1
Clients
1
Accounts
153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $41.1M | $36.3M | $4.8M | 1 | 26 |
| Jun 2012 | $41.1M | $36.3M | $4.8M | 1 | 26 |
| May 2012 | $41.1M | $36.3M | $4.8M | 1 | 26 |
| Mar 2012 | $41.1M | $36.3M | $4.8M | 1 | 26 |
| Mar 2011 | $38.8M | $34.3M | $4.5M | 5 | -- |
| Jan 2007 | $40.8M | $35.4M | $5.4M | 5 | -- |
DateJun 2012
Total AUM$41.1M
Discretionary$36.3M
Non-Disc.$4.8M
Employees1
Clients26
DateJun 2012
Total AUM$41.1M
Discretionary$36.3M
Non-Disc.$4.8M
Employees1
Clients26
DateMay 2012
Total AUM$41.1M
Discretionary$36.3M
Non-Disc.$4.8M
Employees1
Clients26
DateMar 2012
Total AUM$41.1M
Discretionary$36.3M
Non-Disc.$4.8M
Employees1
Clients26
DateMar 2011
Total AUM$38.8M
Discretionary$34.3M
Non-Disc.$4.5M
Employees5
Clients--
DateJan 2007
Total AUM$40.8M
Discretionary$35.4M
Non-Disc.$5.4M
Employees5
Clients--