A
$48.9M Total AUM
$48.9M Disc. AUM
5.2% 3Y CAGR
3 Employees
75 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท RBC
- Clients
- Retail
- Platforms
- VertexMomentum
- Established Date
- 07-14-2005
- Office Locations
- 2
Office Locations
14-15 Rossmore Business Village Inward WAY Ellesmere Port, Cheshire --
1670 S. Amphlett Blvd. Suite 214-49 SAN Mateo CA
About Alexander Beard (USA) Inc.
Alexander Beard (USA) Inc. is a Ellesmere Port, Cheshire-based RIA with 2 offices. The firm has been operating for 20 years. Managing $48.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and RBC. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$24.4M AVG AUM / ADVISOR
$651.4K AVG AUM / CLIENT
6.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Insight Delta Foundation glacier Beacon vertex Signal insight Bridge frontier
Client Personas
Frontier ridge Prime
Custodian
Peak Beacon optima Ridge optima Glacier Zenith foundation Summit focus Value pioneer
Investment Themes
Pioneer Foundation North peak Oak harbor
Investment Vehicles
Pathway
Services
Alpha north Pathway Beacon oak Radial radial Foundation Vector optima Beacon pathway Frontier
Technology
Glacier Ridge beacon
Owner & Executives
P
PAUL DOUGLAS BEARD
Chief Compliance Officer, President
- CRD
- --
- Ownership
- Less than 5%
(217) 906-7196
ridge.value@momentumcapital.com
in linkedin.com/in/delta-harbor
Showing 1 of 1 owners & executives
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M
MELISSA JEAN EUGENIO
Vice President
- CRD
- #3181832
(308) 759-1740
focus.atlas@focuscapital.com
in linkedin.com/in/optima-matrix
M
MARK ANTHONY JAMES
Financial Planner
- CRD
- #6210175
(285) 617-6245
catalyst.alpha@harborcapital.com
in linkedin.com/in/eagle-vital
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,851,595 | $542,796 |
| Non-Discretionary | $0 | -- |
| Total | $48,851,595 | $542,796 |
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Separately Managed Accounts
Total SMA Asset: $48,851,595
Public Funds:
36.1% Cash:
37.3% Equity - Exchange:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,941,104,708 | 36.1% |
| Cash | $3,038,869,962 | 37.3% |
| Equity - Exchange | $2,167,129,785 | 26.6% |
| Total | $8,147,104,455 | 100.0% |