A
CRD: 227786
Above & Beyond Investments, LLC
$13.2M Total AUM
$13.2M Disc. AUM
-- 3Y CAGR
1 Employees
178 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-10-2015
- Office Locations
- 1
Office Locations
5015 W State Road 46 Suite J Bloomington IN
About Above & Beyond Investments, LLC
Above & Beyond Investments, LLC is a Bloomington-based RIA. The firm has been operating for 11 years. Managing $13.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
53 AVG AGE
$13.2M AVG AUM / ADVISOR
$74.4K AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
J
JOHN F BURTON
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6501864
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,243,105 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,243,105 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Derivatives:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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