Beyond Profit And Wealth Consulting
Firm details
- Headquarters
- ,
- CRD number
- 315621
- Website
- beyondprofitconsult.com
- Custodians
- JOHN HANCOCK DISTRIBUTORS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans80%
- Individuals20%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Beyond Profit And Wealth Consulting operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm focuses on providing financial planning services and portfolio management to individuals, families, and small businesses. The advisory services are tailored to meet the specific needs of clients, including pension consulting. The firm does not engage in capital allocation or active ESG investing, which may appeal to clients looking for traditional investment strategies without the complexities of socially responsible investing.
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 Funds100%
Contacts
1 of 1
Youfeng Jiang
Founder and CCOCRD 7159301
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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