B
$13.0M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-04-2014
- Office Locations
- 1
Office Locations
-- Farmington CT
About BE Investment Management
BE Investment Management is a Farmington-based RIA. The firm has been operating for 12 years. Managing $13.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$13.0M AVG AUM / ADVISOR
$541.7K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
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Asset Classes
Pathway focus
Client Personas
Legacy foundation
Investment Vehicles
Ridge unison
Owner & Executives
B
BRIAN JOHN ELMER
President
- CRD
- #2716424
- Ownership
- 75% or more
(709) 309-3194
pathway.bridge@signalcapital.com
in linkedin.com/in/pathway-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,000,000
Equity - Exchange:
31.0% Corporate - Investment Grade:
14.3% Cash:
16.8% Municipal Bonds:
19.9% U.S. Government/Agency:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $986,960,695 | 31.0% |
| Corporate - Investment Grade | $455,275,417 | 14.3% |
| Cash | $534,869,022 | 16.8% |
| Municipal Bonds | $633,565,091 | 19.9% |
| U.S. Government/Agency | $573,073,951 | 18.0% |
| Total | $3,183,744,176 | 100.0% |