BE FUND ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PHOENIX, Arizona
CRD number
331532

Firm profile

FINTRX

Overview

Be Fund Advisors, LLC operates as a limited liability company and is involved in various investment activities. The firm does not classify itself under a specific category, indicating a flexible approach to investment strategies. While it does not actively engage in ESG investing, Be Fund Advisors has affiliations with real estate and pooled investment vehicles, suggesting a focus on real estate investments and alternative asset classes. The firm is not a capital allocator and does not serve as a pension consultant, indicating a more specialized advisory role.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Michael Bennett

    EntrepreneurCRD 7914564

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PHOENIX, AZ

MARICOPA

Location

PHOENIX, AZ

Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
1 N 1st St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth