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Amanda Jean Beeler

WASHINGTON AVENUE ADVISORS, LLC·LANSING, Michigan
Unclaimed Profile
1146 SOUTH WASHINGTON AVENUE, LANSING, MI 48910CRD# 6363373Firm CRD# 307002
01

About

Amanda Jean Beeler is a registered financial advisor based in LANSING, Michigan, affiliated with WASHINGTON AVENUE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WASHINGTON AVENUE ADVISORS, LLC
WASHINGTON AVENUE ADVISORS
AUM
$224M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WASHINGTON AVENUE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6363373
Firm CRD# 307002
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amanda Jean Beeler offer?
Amanda Jean Beeler specializes in Financial Planning, Investment Management. Contact their office in LANSING, Michigan for a consultation.
What are Amanda Jean Beeler's credentials?
Amanda Jean Beeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amanda Jean Beeler located?
Amanda Jean Beeler is based in LANSING, Michigan, working with WASHINGTON AVENUE ADVISORS, LLC. Their office serves clients in the LANSING metropolitan area and surrounding communities.
How does Amanda Jean Beeler charge for services?
Amanda Jean Beeler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WASHINGTON AVENUE ADVISORS, LLC?
WASHINGTON AVENUE ADVISORS, LLC has approximately 9 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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