RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
South Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 17, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BEERS, VAL, HAINIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
BEERS, VAL, HAINIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control
BEERS, VAL, HAINIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
BEERS, VAL, HAINIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
BEERS, VAL, HAINIPRESIDENTE Control
BEERS, VAL, HAINIPRESIDENT / CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jun 17, 2005 REGISTERED

Notice Filings (1)

SC

Address

609 SIMS AVENUE
SUITE 203
COLUMBIA, SC 29205
USA
Phone: 803-748-9550