Beanstox
Firm details
- Headquarters
- Montreal,
- CRD number
- 291957
- Registered since
- April 18, 2018
- Website
- beanstox.com
- Custodians
- DTCC
- Fee structure
- Subscription Fees, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Beanstox is a corporation registered with the SEC in 2018 that provides portfolio management primarily for individual and family clients, including small businesses. The firm bills clients through subscription and fixed-fee arrangements rather than percentage-based advisory fees. Governance appears to involve both an individual and a foreign entity as owners. Beanstox identifies as an unclassified adviser, is not a capital allocator, and does not describe itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2
Connor O'brien
CEOCRD 6676554
Louise Anne Poirier
CFO and CCOCRD 6676555
Contacts
1 of 1
Terence O'leary
ChairmanCRD 6679890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montreal, null
Location
Montreal, null
Headquartered in Montreal, null.
- Address
- 1010 Sherbrooke Street West
- Office locations
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