Beverly Investment Advisors LLC

Beverly Investment Advisors LLC (CRD# 124038) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $130,181,485 in 153 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $850,859
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Beverly Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Canon J. Price
CRD#: 2198859
9701 Wilshire Blvd., 10th Floor, Beverly Hills, CA 90212
93
Wealthminder
score

Canon Price (CRD# 2198859) is an Investment Advisor Representative working at Beverly Investment Advisors LLC in Beverly Hills, CA and has over 24 years of experience in the finance industry.

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