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BEARD INVESTMENT SERVICES, INC.
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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%
.
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BEARD INVESTMENT SERVICES, INC.
also reported in
Aug 2018:
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5
employees,
all of whom perform advisory functions.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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BEARD INVESTMENT SERVICES, INC. has no disclosure events reported to the SEC at this time.
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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
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