BEEKMAN FINANCIAL PLANNING LLC

BEEKMAN FINANCIAL PLANNING LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 166150). Regulatory assets under management: $8.5M.

Registration

• CRD: 166150
• Type: Registered investment adviser
• Location: 353 EAST 54TH STREET, NEW YORK, NY, 10022
• Phone: (212) 729-9244
• Latest filing: 2026-03-11
• Regulatory AUM: $8.5M
• Non-discretionary AUM: $8.5M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166150 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search