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BEARD INVESTMENT SERVICES, INC.
BEARD INVESTMENT SERVICES, INC. (CRD# 106249) is an SEC-Registered Investment Advisor (RIA), headquartered in Youngstown, OH. The SEC approved the firm to operate as an RIA in Jan 1991. In Aug 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $218.0 Million, and has discretion over 0% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BEARD INVESTMENT SERVICES, INC. also reported in Aug 2018:
  • 5 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BEARD INVESTMENT SERVICES, INC. has no disclosure events reported to the SEC at this time.
 

View BEARD INVESTMENT SERVICES, INC.'s most recent Form ADV filing
 


BEARD INVESTMENT SERVICES, INC. has Notice Filings with the following State Securities Authorities: FL-Apr 1998, GA-Mar 1998, IL-Jul 2017, MD-Mar 2005, MI-Mar 2002 , NC-Jul 2017, OH-Sep 1999, PA-May 1994, SC-Jul 2017, TX-Feb 2003 , VA-Jul 2017

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.