AdvisorOS Directory
Claim Profile
BB

Brian Carroll Beh

FIRST LIGHT ASSET MANAGEMENT, LLC·EDINA, Minnesota
Unclaimed Profile
3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 1500962Firm CRD# 168899
01

About

Brian Carroll Beh is a registered financial advisor based in EDINA, Minnesota, affiliated with FIRST LIGHT ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
FIRST LIGHT ASSET MANAGEMENT, LLC
FIRST LIGHT ASSET MANAGEMENT, LLC
AUM
$1.4B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at FIRST LIGHT ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1500962
Firm CRD# 168899
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EDINA?

Browse all registered financial advisors in EDINA, Minnesota or claim this profile if it's yours.

Browse EDINA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Carroll Beh offer?
Brian Carroll Beh specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in EDINA, Minnesota for a consultation.
What are Brian Carroll Beh's credentials?
Brian Carroll Beh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Carroll Beh located?
Brian Carroll Beh is based in EDINA, Minnesota, working with FIRST LIGHT ASSET MANAGEMENT, LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Brian Carroll Beh charge for services?
Brian Carroll Beh's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST LIGHT ASSET MANAGEMENT, LLC?
FIRST LIGHT ASSET MANAGEMENT, LLC has approximately 14 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EDINA
Seth Lawrence Cogswell — RUNNING OAK CAPITAL LLCChristine Marie Sorensen — TRADITION WEALTH MANAGEMENT LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCPeter James Conrad — FIRST LIGHT ASSET MANAGEMENT, LLCRyan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile