Beingfit Financial
Beingfit Financial (CRD# 306830) is a financial advisory firm headquartered in , . They manage $2,007,274 in 11 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Beingfit Financial
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$182,479
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, TX
Financial Advisors at Beingfit Financial
1
Kerry O'brien (CRD# 5577494) is an Investment Advisor Representative working at Beingfit Financial in Walpole, MA and has over 15 years of experience in the finance industry.
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