B
$230.0K Total AUM
$230.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-20-2025
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About B&e Financial Services
B&e Financial Services is a Phoenix-based RIA. The firm has been operating for 1 years. Managing $230.0K in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company.
Team overview
26 AVG AGE
$230.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BEN Taylor POULOS
Chief Compliance Officer, FOUNDER
- CRD
- #7249188
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,990 | -- |
| Non-Discretionary | $0 | -- |
| Total | $229,990 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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