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BEECHWOOD CAPITAL MANAGEMENT, INC.
CRD 120037
9467 MONTGOMERY ROAD, CINCINNATI, OH, 45242, United States
Phone
513-793-3777
Fax
513-793-3010
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$12.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $12.5M |
All web addresses on file
Official SEC filing: View on IAPD