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Beto Financial Group, LLC

● SEC registered since 2020CRD 307546SEC# 801-118952Boise, ID
Export (members)
Reg. AUM
$284.2M
Employees
5
Accounts
799
Location
Boise, ID

Beto Financial Group, LLC assets under management

Beto Financial Group, LLC operates as an SEC-registered investment adviser based in Boise, ID. The firm has been registered since 2020. It reports $284.2 million in regulatory assets under management and employs 5 people.
www.brwealthmgmt.comView on SEC.gov ↗

Beto Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Brian Eric Randolph ControlPrincipal And Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Beto Financial Group, LLC manage?

Beto Financial Group, LLC reports $284.2 million in regulatory assets under management on its Form ADV.

How many employees does Beto Financial Group, LLC have?

Beto Financial Group, LLC reports 5 employees.

Where is Beto Financial Group, LLC located?

Beto Financial Group, LLC is based in Boise, ID and has been SEC-registered since 2020.

Does Beto Financial Group, LLC disclose fund performance?

Beto Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address380 E. Parkcenter Blvd., Suite 205, Boise, ID 83706
Phone208-258-2540
Fax208-258-2541
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$260.3M
Non-discretionary$23.8M
Total (RAUM)$284.2M