Beyond Wealth Management Group, LLC
Beyond Wealth Management Group, LLC (CRD# 293291) is a financial advisory firm headquartered in New Paltz, NY. They manage $65,580,773 in 620 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management66MILLION
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Total Number of Accounts620ACCOUNTS
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Average Account Value$105,775
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
NY, TX
Christopher Drouin (CRD# 4541093) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 21 years of experience in the finance industry.
David Cross (CRD# 2946272) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 26 years of experience in the finance industry.
Kamber Lucas (CRD# 7674879) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 3 years of experience in the finance industry.