Alexander Beard (usa), Inc.

Alexander Beard (usa), Inc. (CRD# 134642) is a financial advisory firm headquartered in Ellesmere Port, Cheshire, . They manage $43,642,645 in 82 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
14/16 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire, CH64
http://www.abg-usa.net
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $532,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, NH, NJ, NY, TX

Financial Advisors at Alexander Beard (usa), Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Melissa Eugenio, financial advisor San Mateo CA
Melissa J. Eugenio
CRD#: 3181832
1670 S. Amphlett Blvd., Suite 214-49, San Mateo, CA 94402

Melissa Eugenio (CRD# 3181832) is an Investment Advisor Representative working at Alexander Beard (usa), Inc. in San Mateo, CA and has over 25 years of experience in the finance industry.

2
Mark James, financial advisor Ellesmere Port, Cheshire
Mark A. James
CRD#: 6210175
14/16 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire, CH64

Mark James (CRD# 6210175) is an Investment Advisor Representative working at Alexander Beard (usa), Inc. in Ellesmere Port, Cheshire, and has over 11 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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