Phi Beta Kapital Investments, Inc.

Phi Beta Kapital Investments, Inc. (CRD# 167536) is a financial advisory firm headquartered in Irvine, CA. They manage $19,709,297 in 205 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $96,143
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
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 Phi Beta Kapital Investments, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Richard A. Beidl
CRD#: 5961444
7700 Irvine Center Drive, Suite 800, Irvine, CA 92618
90
Wealthminder
score

Richard Beidl (CRD# 5961444) is an Investment Advisor Representative working at Phi Beta Kapital Investments, Inc. in Irvine, CA and has over 4 years of experience in the finance industry.

2
Sean A. Mason
CRD#: 6397859
5260 North Palm Ave., Suite 320, Fresno, CA 93704
88
Wealthminder
score

Sean Mason (CRD# 6397859) is an Investment Advisor Representative working at Phi Beta Kapital Investments, Inc. in Fresno, CA and has over 2 years of experience in the finance industry.

3
Michelle N. Mai
CRD#: 6218487
10875 Rancho Bernardo Road, Suite 106, San Diego, CA 92127
69
Wealthminder
score

Michelle Mai (CRD# 6218487) is an Investment Advisor Representative working at Phi Beta Kapital Investments, Inc. in San Diego, CA and has over 3 years of experience in the finance industry.

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