$26.4M Total AUM
$26.4M Disc. AUM
50.6% 3Y CAGR
5 Employees
2,512 ADV. Clients
4 yrs Firm Age
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- Custodian
- Apex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-08-2021
- Office Locations
- 1
Office Locations
-- LOS Altos CA
About Beagle Invest
Beagle Invest (MeetBeagle) helps individuals locate forgotten 401(k) accounts, identify plan fees, and consolidate retirement assets by handling the rollover process into an IRA. A differentiator is access to liquidity: it enables loans against old 401(k)s and IRAs at 0% net interest (interest paid back to yourself). Retail-focused RIA; custodied at Apex.
Team overview
-- AVG AGE
$26.4M AVG AUM / ADVISOR
$10.5K AVG AUM / CLIENT
2.5 yrs AVG TENURE
5 Employees
1 Advisory Reps
0 RIA Reps
4yrs Firm Age
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Owner & Executives
SHUO JIAO
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- --
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,370,038 | $10,498 |
| Non-Discretionary | $0 | -- |
| Total | $26,370,038 | $10,498 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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