BEAGLE INVEST

BEAGLE INVEST, LLC

CRD 315719 · SEC 801-122117

Visit website

VT, United States

Phone

(650) 456-2982

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$26.4M

Discretionary AUM

$26.4M

Team

5 total employees; 1 advisory reps

Clients

—

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

Services

Portfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	2512	$26.4M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

http://www.investbeagle.com
https://www.facebook.com/meetbeagle
https://www.instagram.com/meetbeagle/
https://meetbeagle.com/
https://twitter.com/beaglefinancial
https://www.linkedin.com/company/meetbeagle

Official SEC filing: View on IAPD