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William Frederick Gregory

BECK CAPITAL MANAGEMENT LLC·AUSTIN, Texas
Clean recordBECK CAPITAL MANAGEMENT LLC
2009 S. CAPITAL OF TEXAS HWY., AUSTIN, TX 78746CRD# 2873020Firm CRD# 152705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Frederick Gregory · AUSTIN, TX
Registration
CRD #2873020 · BECK CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Frederick Gregory is a registered financial advisor based in AUSTIN, Texas, affiliated with BECK CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BECK CAPITAL MANAGEMENT LLC
BECK CAPITAL MANAGEMENT LLC
AUM
$385M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BECK CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2873020
Firm CRD# 152705
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Frederick Gregory offer?
William Frederick Gregory specializes in Investment Management, Fee-Only Advisory. Contact their office in AUSTIN, Texas for a consultation.
What are William Frederick Gregory's credentials?
William Frederick Gregory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Frederick Gregory located?
William Frederick Gregory is based in AUSTIN, Texas, working with BECK CAPITAL MANAGEMENT LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does William Frederick Gregory charge for services?
William Frederick Gregory's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BECK CAPITAL MANAGEMENT LLC?
BECK CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $385M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BECK CAPITAL MANAGEMENT LLC

James Franklin Beck
AUSTIN, TX
Bryan Crossley Anderson
AUSTIN, TX
Lewis James Spellman
AUSTIN, TX

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Research
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