Unclaimed Profile

Brian Carroll Beh

FIRST LIGHT ASSET MANAGEMENT, LLC·EDINA, Minnesota

Clean recordFIRST LIGHT ASSET MANAGEMENT, LLC

3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 1500962Firm CRD# 168899

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Carroll Beh · EDINA, MN

Registration

CRD #1500962 · FIRST LIGHT ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FIRST LIGHT ASSET MANAGEMENT, LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST LIGHT ASSET MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1500962

Firm CRD# 168899

View on FINRA BrokerCheck →

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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.

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