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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on Jan. 23, 2020
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 115
      Accounts
    • $9.9M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1

name start date
Thomas Earl Beach
May 1997

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Beach Investment Management LLC. IAR $75,838,593

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Walter Thomas Beach Managing Director December, 1997 75% or more
      Thomas Earl Beach Managing Director January, 1995 25% to 50%
      Keith Slater Jennings Managing Director June, 2002 less than 5%
      Cheri Ann Cecchin Chief Compliance Officer March, 2013 less than 5%
        Source: SEC

        Fees

        There is no compensation data available to display at this time