RIA Intelligence

BEEKMAN WEALTH ADVISORY, LLC

CRD #143892 SEC #801-68302 NEW YORK, NY 212-365-7400
SEC Registered
Total AUM
$588.6M
Discretionary
$0
Employees
3
Clients
1
Accounts
7

AUM Over Time

DateMar 2022
Total AUM$588.6M
Discretionary$0
Non-Disc.$588.6M
Employees3
Clients1
DateFeb 2021
Total AUM$515M
Discretionary$0
Non-Disc.$515M
Employees3
Clients0
DateJun 2020
Total AUM$452M
Discretionary$0
Non-Disc.$452M
Employees3
Clients0
DateMar 2020
Total AUM$452M
Discretionary$0
Non-Disc.$452M
Employees3
Clients0
DateMar 2019
Total AUM$385M
Discretionary$0
Non-Disc.$385M
Employees3
Clients0
DateMar 2018
Total AUM$398M
Discretionary$0
Non-Disc.$398M
Employees3
Clients0
DateMar 2017
Total AUM$357M
Discretionary$0
Non-Disc.$357M
Employees3
Clients11
DateMar 2016
Total AUM$350M
Discretionary$0
Non-Disc.$350M
Employees3
Clients11
DateMar 2015
Total AUM$364M
Discretionary$0
Non-Disc.$364M
Employees3
Clients11
DateDec 2014
Total AUM$325M
Discretionary$0
Non-Disc.$325M
Employees3
Clients11
DateJan 2014
Total AUM$325M
Discretionary$0
Non-Disc.$325M
Employees2
Clients11
DateSep 2013
Total AUM$280M
Discretionary$0
Non-Disc.$280M
Employees2
Clients11
DateFeb 2013
Total AUM$280M
Discretionary$0
Non-Disc.$280M
Employees2
Clients11
DateOct 2012
Total AUM$275M
Discretionary$0
Non-Disc.$275M
Employees1
Clients11
DateMar 2012
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees1
Clients11
DateFeb 2011
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees5
Clients--
DateOct 2010
Total AUM$270M
Discretionary$0
Non-Disc.$270M
Employees5
Clients--
DateMar 2010
Total AUM$270M
Discretionary$0
Non-Disc.$270M
Employees5
Clients--
DateApr 2009
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees10
Clients--
DateSep 2007
Total AUM$102M
Discretionary$0
Non-Disc.$102M
Employees5
Clients--
DateSep 2007
Total AUM$102M
Discretionary$0
Non-Disc.$102M
Employees5
Clients--
DateAug 2007
Total AUM$102M
Discretionary$0
Non-Disc.$102M
Employees5
Clients--