Above & Beyond Investments, LLC

Above & Beyond Investments, LLC (CRD# 227786) is a financial advisory firm headquartered in Bloomington, IN. They manage $5,623,894 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5015 W State Road 46, Suite J, Bloomington, IN 47404
http://www.abovebeyondinvestments.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $160,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Above & Beyond Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Burton, financial advisor Bloomington IN
John F. Burton
CRD#: 6501864
5015 W State Road 46, Suite J, Bloomington, IN 47404

John Burton (CRD# 6501864) is an Investment Advisor Representative working at Above & Beyond Investments, LLC in Bloomington, IN and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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