H. Beck, Inc.
H. Beck, Inc. (CRD# 1763) is a financial advisory firm headquartered in Rockville, MD. They manage $1,979,514,896 in 7,230 accounts and serve the financial needs of clients across 51 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1,980MILLION
-
Total Number of Accounts7,230ACCOUNTS
-
Average Account Value$273,792
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Financial Advisors at H. Beck, Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.