B&E FINANCIAL SERVICES

B&E FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 336816). Regulatory assets under management: $230K.

Registration

• CRD: 336816
• Type: Registered investment adviser
• Phone: 650-619-2140
• Latest filing: 2026-02-23
• Regulatory AUM: $230K
• Discretionary AUM: $230K
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336816 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search