Beck Investment Management, LLC

Beck Investment Management, LLC (CRD# 143927) is a financial advisory firm headquartered in Palo Alto, CA. They manage $20,088,930 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
530 Lytton Avenue, Second Floor, Palo Alto, CA 94301
http://www.beckinvmgt.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $1,339,262
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Beck Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Leslie Beck, financial advisor Palo Alto CA
Leslie H. Beck
CRD#: 710266
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301

Leslie Beck (CRD# 710266) is an Investment Advisor Representative working at Beck Investment Management, LLC in Palo Alto, CA and has over 43 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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