Beverly Investment Advisors LLC

Beverly Investment Advisors LLC (CRD# 124038) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $95,634,131 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9701 Wilshire Boulevard, 10th Fl., Beverly Hills, CA 90212
http://www.beverlyadvisors.com
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $910,801
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
  • Pension consulting services
Types of Clients
Registered States
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 Price, financial advisor Beverly Hills CA
Canon J. Price
CRD#: 2198859
9701 Wilshire Blvd., 10th Floor, Beverly Hills, CA 90212

Canon Price (CRD# 2198859) is an Investment Advisor Representative working at Beverly Investment Advisors LLC in Beverly Hills, CA and has over 32 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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