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Beekman Financial Planning
BEEKMAN FINANCIAL PLANNING LLC is an SEC-registered investment adviser in NEW YORK, NY. The firm manages approximately $8 million in regulatory assets.
Beekman Financial Planning
BEEKMAN FINANCIAL PLANNING LLC is an SEC-registered investment adviser in NEW YORK, NY. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
What services does Beekman Financial Planning offer?
Based on the firm's name and RIA registration, Beekman Financial Planning primarily offers financial planning and wealth management services to individual clients. No specific services are detailed in public sources.
Is Beekman Financial Planning a single-family office or multi-family office?
The firm is registered as an RIA, which does not indicate a single-family or multi-family office structure. It likely operates as a standard wealth management or financial planning practice, possibly serving multiple unrelated clients.
Who runs investment decisions at Beekman Financial Planning?
Public records do not identify any named principals or investment decision-makers at Beekman Financial Planning. The firm's RIA registration may list an individual advisor, but this information is not publicly surfaced.
Does Beekman Financial Planning make direct investments or only manage assets?
The firm's RIA classification suggests it primarily manages assets and provides financial planning advice rather than making direct private-market investments. No public record indicates direct investment activity or fund commitments.
What is Beekman Financial Planning's AUM?
Beekman Financial Planning has not publicly disclosed its AUM. The firm's RIA filings with the SEC may eventually provide a figure, but no current AUM is available in public sources.
Where is Beekman Financial Planning headquartered?
The exact city and address for Beekman Financial Planning are not publicly listed. The firm operates in the United States, based on its LLC registration.
How is Beekman Financial Planning structured?
Beekman Financial Planning is structured as a limited liability company (LLC) registered as an investment advisor with state or federal regulators. The exact ownership and legal structure details are not publicly available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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