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ALEXANDER BEARD (USA) INC.
ALEXANDER BEARD (USA), INC.
CRD 134642 · SEC 801-120225
14-15 ROSSMORE BUSINESS VILLAGE, INWARD WAY, ELLESMERE PORT, CHESHIRE, CA, CH65 3EY, United Kingdom
Phone
650-684-0450
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$48.9M
Discretionary AUM
$48.9M
Team
3 total employees; 2 advisory reps
Clients
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Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-22
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingGENERAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $22.3M |
| High net worth individuals | 17 | $26.6M |
States served
CA, LA, MA, NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD