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Beadell a D Investment Counsel Inc

● SEC registered since 1975CRD 106946SEC# 801-10677Mequon, WI
Export (members)
Reg. AUM
$217.3M
Employees
2
Accounts
124
Location
Mequon, WI

Beadell a D Investment Counsel Inc assets under management

Beadell a D Investment Counsel Inc operates as an SEC-registered investment adviser based in Mequon, WI. The firm has been registered since 1975. It reports $217.3 million in regulatory assets under management and employs 2 people.

Beadell a D Investment Counsel Inc owners & executives

3 reported
NameTitleOwnershipSince
Anthony Dirk Beadell ControlChief Compliance Officer50-75%2004
Anthony Dirk Beadell ControlPresident/Owner50-75%1975
Jon Sumner Beadell ControlAnalyst & Portfolio Manager25-50%2023

Frequently asked questions

How much does Beadell a D Investment Counsel Inc manage?

Beadell a D Investment Counsel Inc reports $217.3 million in regulatory assets under management on its Form ADV.

How many employees does Beadell a D Investment Counsel Inc have?

Beadell a D Investment Counsel Inc reports 2 employees.

Where is Beadell a D Investment Counsel Inc located?

Beadell a D Investment Counsel Inc is based in Mequon, WI and has been SEC-registered since 1975.

Does Beadell a D Investment Counsel Inc disclose fund performance?

Beadell a D Investment Counsel Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10224 N Port Washington Road, Mequon, WI 53092
Phone262-241-0331
Fax262-241-0332
Office hours9:00 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$217.3M
Non-discretionary$0
Total (RAUM)$217.3M