BEVERLY INVESTMENT ADVISORS LLC

BEVERLY HILLS, California·1 registered advisor·CRD# 124038
SEC# 801-630460310-246-1200
01

Firm Overview

AUM
$96M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BEVERLY INVESTMENT ADVISORS LLC

1 registered advisor
Canon Jill Price
BEVERLY HILLS, California
05

Office Locations

BEVERLY HILLS, California
1 advisor

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Data sourced from SEC Form ADV filings. BEVERLY INVESTMENT ADVISORS LLC (CRD# 124038) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.