RIA Intelligence

BEIRNE WEALTH CONSULTING, LLC

CRD #160184 SEC #801-73034 MILFORD, CT 203-701-8606
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
--
Clients
0
Accounts
1,080

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 16, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JUSTE, JENNIFERIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERNA Control
JUSTE, JENNIFERIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERNA Control
INTERIM HOLDINGS, LLCDEMANAGING MEMBERE Control
INTERIM HOLDINGS, LLCDEMANAGING MEMBERE Control
BEIRNE, JOHN, ANTHONYIMANAGING MEMBERD Control
BEIRNE, JOHN, ANTHONYIMANAGING MEMBERD Control
BEIRNE, JOHN, ANTHONYIMANAGING MEMBERD Control
BETZIG, JAMES, ANDREWIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
BETZIG, JAMES, ANDREWIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
BETZIG, JAMES, ANDREWIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control
BEIRNE, JOHN-OLIVERIMANAGING MEMBERA Control
BEIRNE, JOHN-OLIVERIMANAGING MEMBERA Control
BEIRNE, JOHN-OLIVERIMANAGING MEMBERA Control

Registrations

Federal

IA
May 16, 2012 REGISTERED

Notice Filings (7)

CT FL MA NH NY RI TX

Address

612 WHEELERS FARMS ROAD
MILFORD, CT 06461
United States
Phone: 203-701-8606