BEERS FINANCIAL LLC
CRD #135846 SEC #801-64430 COLUMBIA, SC 803-748-9550
SEC Registered
Total AUM
$31M
Discretionary
$31M
Employees
5
Clients
25
Accounts
57
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $49.8M | $49.8M | $0 | 5 | -- |
| Mar 2009 | $32M | $32M | $0 | 5 | -- |
| Mar 2007 | $38.8M | $38.8M | $0 | 5 | -- |
| Mar 2006 | $30.1M | $30.1M | $0 | 5 | -- |
| Jun 2005 | $31M | $31M | $0 | 5 | -- |
| Jun 2005 | $31M | $31M | $0 | 5 | -- |
DateMar 2011
Total AUM$49.8M
Discretionary$49.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$38.8M
Discretionary$38.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--