BEEKMAN FINANCIAL PLANNING LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 166150
- Website
- www.findoc1.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.95%
- Individuals39.05%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beekman Financial Planning LLC is an independent, individual-owned RIA that focuses on serving individuals and families. Its advisory work centers on financial planning, portfolio management for individual and small-business clients, and educational seminars or workshops. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not position itself as a capital allocator, is not an active ESG investor, and is not set up as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
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 Funds86%
- Cash & Cash Equivalents14%
Contacts
1 of 1DAVID POLEVOY
Managing MemberCRD 3082662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 353 E 54th St
- Time zone
- ET (UTC-5)
- Office locations
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