BEINGFIT FINANCIAL

BEINGFIT FINANCIAL is an SEC-registered investment adviser (CRD 306830). Regulatory assets under management: $11.2M.

Registration

• CRD: 306830
• Type: Registered investment adviser
• Phone: 617-834-0437
• Latest filing: 2026-05-04
• Regulatory AUM: $11.2M
• Discretionary AUM: $11.2M
• Clients: 1
• Accounts: 69

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306830 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search