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BEIRNE WEALTH CONSULTING SERVICES, LLC
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BEIRNE WEALTH CONSULTING SERVICES, LLC
(CRD# 167103)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Shelton, CT.
The SEC approved the firm to operate as an RIA in
Feb 2013.
In
Jul 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$2.3 Billion,
and has discretion over
39%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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BEIRNE WEALTH CONSULTING SERVICES, LLC
also reported in
Jul 2018:
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12
employees,
with
5
performing advisory functions.
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A total of 3 office locations.
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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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BEIRNE WEALTH CONSULTING SERVICES, LLC has no disclosure events reported to the SEC at this time.
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BEIRNE WEALTH CONSULTING SERVICES, LLC has Notice Filings with the following State Securities Authorities:
CA-Jul 2014, CO-Mar 2017, CT-Feb 2013, FL-Mar 2013, GA-Mar 2017
, IL-Feb 2017, LA-Jul 2014, MA-Feb 2013, MD-Aug 2016, ME-Dec 2016
, NE-Apr 2015, NH-Feb 2013, NJ-Aug 2014, NY-Feb 2013, PA-Jan 2014
, RI-Feb 2013, SC-Dec 2016, TX-Feb 2013, VA-Jul 2014
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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.
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