BEYOND FINANCIAL SERVICES

BEYOND FINANCIAL SERVICES of FREMONT, CA is an SEC-registered investment adviser (CRD 286350). Regulatory assets under management: $176.7M.

Registration

• CRD: 286350
• SEC file number: 801-108878
• Type: Registered investment adviser
• Location: 39560 STEVENSON PLACE, SUITE 111, FREMONT, CA, 94539
• Phone: 5107929395
• Latest filing: 2026-02-13
• Regulatory AUM: $176.7M
• Non-discretionary AUM: $176.7M
• Clients: 4
• Accounts: 335

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286350 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search