BECKWITH FINANCIAL ADVISORS, INC.

BECKWITH FINANCIAL ADVISORS, INC. of GREENVILLE, SC is an SEC-registered investment adviser (CRD 134703). Regulatory assets under management: $41.1M.

Registration

• CRD: 134703
• SEC file number: 801-66933
• Type: Registered investment adviser
• Location: 115 EAST CAMPERDOWN WAY, GREENVILLE, SC, 29601
• Phone: 864-233-7770
• Latest filing: 2012-06-11
• Regulatory AUM: $41.1M
• Discretionary AUM: $36.3M
• Non-discretionary AUM: $4.8M
• Clients: 1
• Accounts: 153

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 134703 on SEC IAPD (source of record)
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