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
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 18, 2012
- 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 |
|---|---|---|---|---|
| BECKWITH, SAMUEL, CARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BECKWITH, SAMUEL, CARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BECKWITH, SAMUEL, CARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BECKWITH, SAMUEL, CARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BECKWITH, SAMUEL, CARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BECKWITH, SAMUEL, CARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BECKWITH, SAMUEL, CARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 18, 2012 REGISTERED
Notice Filings (1)
SC
Address
115 EAST CAMPERDOWN WAYGREENVILLE, SC 29601
United States
Phone: 864-233-7770