BETA CAPITAL MANAGEMENT LLC

CREAND MANAGEMENT
MIAMI, Florida·7 registered advisors·CRD# 154894
SEC# 801-1067720305-358-8844
01

Firm Overview

AUM
$508M
Regulatory assets under management
Employees
37
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: 12B-1 FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BETA CAPITAL MANAGEMENT LLC

7 registered advisors
Gustavo Martin Leyva
MIAMI, Florida
Idelma De La Caridad Hervis
MIAMI, Florida
Jesus G Sanchez
MIAMI, Florida
Jose Ignacio Nmn Garcia
MIAMI, Florida
Maryori Del Socorro Escudero
MIAMI, Florida
Miguelina Veras
MIAMI, Florida
Noelia Povedano
MIAMI, Florida
CFA
05

Office Locations

MIAMI, Florida
7 advisors

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Data sourced from SEC Form ADV filings. BETA CAPITAL MANAGEMENT LLC (CRD# 154894) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.