BEVERLY INVESTMENT ADVISORS LLC
BEVERLY INVESTMENT ADVISORS LLC of BEVERLY HILLS, CA is an SEC-registered investment adviser (CRD 124038). Regulatory assets under management: $95.6M.
Registration
- CRD: 124038
- SEC file number: 801-63046
- Type: Registered investment adviser
- Location: 9701 WILSHIRE BOULEVARD, 10TH FL., BEVERLY HILLS, CA, 90212
- Phone: 310-246-1200
- Latest filing: 2024-03-08
- Regulatory AUM: $95.6M
- Discretionary AUM: $72.2M
- Non-discretionary AUM: $23.5M
- Clients: 1
- Accounts: 105
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| PRICE CANON JILL | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER; OWNER (+4 more) | — |
| KAHN JORDAN | MANAGING PARTNER; OWNER | — |
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