Beyond Borders Investment Strategies, LLC
Firm details
- Headquarters
- ,
- CRD number
- 169513
- Website
- www.bbistrategies.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beyond Borders Investment Strategies, LLC is an owner-operated limited liability company providing advisory services on a fee basis (percentage of assets under management) and for hourly charges. The firm offers portfolio management across client types — individuals and small businesses, pooled investment vehicles, and businesses or institutions — and also produces periodicals and runs educational seminars and workshops. It does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator. SEC registration year is not listed.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
Contacts
1 of 1
Vitaly Veksler
FounderCRD 4568214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Orgallic Wealth
RIAMc Kinney, TX
Millennium Personal Finance, LLC
RIAYpsilanti, MI
Cedar Grove Capital Management
RIAXwealth
RIANewport Beach, CA