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).
Total Assets Under Management130MILLION
Total Number of Accounts153ACCOUNTS
Average Account Value$850,859
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Canon Price (CRD# 2198859) is an Investment Advisor Representative working at Beverly Investment Advisors LLC in Beverly Hills, CA and has over 25 years of experience in the finance industry.