BEYOND FINANCIAL SERVICES
CRD #286350 SEC #801-108878 FREMONT, CA 5107929395
SEC Registered
Total AUM
$155.2M
Discretionary
$0
Employees
5
Clients
101
Accounts
310
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $155.2M | $0 | $155.2M | 5 | 0 |
| Feb 2025 | $155.2M | $0 | $155.2M | 5 | 0 |
| Mar 2024 | $151.6M | $0 | $151.6M | 3 | 120 |
| Jan 2024 | $137.5M | $0 | $137.5M | 3 | 0 |
| Jun 2023 | $137.5M | $0 | $137.5M | 3 | 0 |
| Mar 2023 | $137.5M | $0 | $137.5M | 3 | 0 |
| Mar 2022 | $153.3M | $0 | $153.3M | 3 | 0 |
| Mar 2021 | $146.4M | $0 | $146.4M | 4 | 0 |
| Jul 2020 | $137.1M | $0 | $137.1M | 4 | 0 |
| Jun 2020 | $125.5M | $0 | $125.5M | 5 | 0 |
| Jan 2020 | $128.6M | $0 | $128.6M | 4 | 0 |
| Mar 2019 | $121.8M | $0 | $121.8M | 3 | 0 |
| Nov 2018 | $122M | $0 | $122M | 3 | 0 |
| Mar 2018 | $123M | $0 | $123M | 4 | 0 |
| Jun 2017 | $104.8M | $0 | $104.8M | 4 | 100 |
| May 2017 | $104.8M | $0 | $104.8M | 4 | 100 |
| Jan 2017 | $104.8M | $0 | $104.8M | 4 | 100 |
| Dec 2016 | $104.8M | $0 | $104.8M | 4 | 100 |
DateApr 2025
Total AUM$155.2M
Discretionary$0
Non-Disc.$155.2M
Employees5
Clients0
DateFeb 2025
Total AUM$155.2M
Discretionary$0
Non-Disc.$155.2M
Employees5
Clients0
DateMar 2024
Total AUM$151.6M
Discretionary$0
Non-Disc.$151.6M
Employees3
Clients120
DateJan 2024
Total AUM$137.5M
Discretionary$0
Non-Disc.$137.5M
Employees3
Clients0
DateJun 2023
Total AUM$137.5M
Discretionary$0
Non-Disc.$137.5M
Employees3
Clients0
DateMar 2023
Total AUM$137.5M
Discretionary$0
Non-Disc.$137.5M
Employees3
Clients0
DateMar 2022
Total AUM$153.3M
Discretionary$0
Non-Disc.$153.3M
Employees3
Clients0
DateMar 2021
Total AUM$146.4M
Discretionary$0
Non-Disc.$146.4M
Employees4
Clients0
DateJul 2020
Total AUM$137.1M
Discretionary$0
Non-Disc.$137.1M
Employees4
Clients0
DateJun 2020
Total AUM$125.5M
Discretionary$0
Non-Disc.$125.5M
Employees5
Clients0
DateJan 2020
Total AUM$128.6M
Discretionary$0
Non-Disc.$128.6M
Employees4
Clients0
DateMar 2019
Total AUM$121.8M
Discretionary$0
Non-Disc.$121.8M
Employees3
Clients0
DateNov 2018
Total AUM$122M
Discretionary$0
Non-Disc.$122M
Employees3
Clients0
DateMar 2018
Total AUM$123M
Discretionary$0
Non-Disc.$123M
Employees4
Clients0
DateJun 2017
Total AUM$104.8M
Discretionary$0
Non-Disc.$104.8M
Employees4
Clients100
DateMay 2017
Total AUM$104.8M
Discretionary$0
Non-Disc.$104.8M
Employees4
Clients100
DateJan 2017
Total AUM$104.8M
Discretionary$0
Non-Disc.$104.8M
Employees4
Clients100
DateDec 2016
Total AUM$104.8M
Discretionary$0
Non-Disc.$104.8M
Employees4
Clients100