Beach Benefits Group

Beach Benefits Group (CRD# 300944) is a financial advisory firm headquartered in North Olmsted, OH. They manage $39,350,000 in 74 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
30980 Lorain Road, North Olmsted, OH 44070
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $531,757
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Beach Benefits Group
Showing 1 - 2 of 2 top financial advisors.
1
Roldo Beach, financial advisor North Olmsted OH
Roldo A. Beach
CRD#: 1109875
30980 Lorain Road, North Olmsted, OH 44070

Roldo Beach (CRD# 1109875) is an Investment Advisor Representative working at Beach Benefits Group in North Olmsted, OH and has over 27 years of experience in the finance industry.

2
Andreas Koustis, financial advisor North Olmsted OH
Andreas C. Koustis
CRD#: 6424568
30980 Lorain Road, North Olmsted, OH 44070

Andreas Koustis (CRD# 6424568) is an Investment Advisor Representative working at Beach Benefits Group in North Olmsted, OH 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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