Beecher Investors Inc (New York)

Beecher Investors Inc is a large advisory firm based in New York. It manages $184.32 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2001.

Beecher Investors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Beecher Investors: assets under management

The assets under management (AUM) of Beecher Investors Inc is $184.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 151% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $184.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.78 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beecher Investors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Beecher Investors Inc

Rita Mary Jakeway has been acting as President since 1 Mar 1993. Michael Rowen Dickenson joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Beecher Pear	Pres., ceo, dir.	1 Nov 1991	75% - 100%	4362721
Sandra Anne Sarhatt	V.p., cfo, dir., sec.	1 Nov 1991	Other	4362726
Rita Mary Jakeway	Director	1 Mar 1993	Other	1728118
Michael Rowen Dickenson	Vice president	1 Nov 2002	Other	4648777

Based in New York

The principal office where Beecher Investors Inc performs its advisory services is located at 444 Park Avenue South, 2 Nd Floor, New York, NY 10016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.