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- Custodian
- Charles Schwab & Company · Interactive Brokers · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-10-2013
- Office Locations
- 1
Office Locations
About Beekman Financial Planning LLC
Beekman Financial Planning LLC is a New York-based, largely fee-based advisory (insurance offered separately) serving executives, business owners, professionals and retirees with integrated wealth management, retirement/education/estate planning, pensions and insurance. The firm emphasizes low-cost, tax-efficient investing and offers 25%–50% fee discounts for clients with $250k+ managed assets plus a new custom financial plan every three years.
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Custodian
Investment Themes
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Owner & Executives
DAVID POLEVOY
Chief Compliance Officer, Managing Member
- CRD
- #3082662
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,461,655 | -- |
| Total | $8,461,655 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,461,655
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,951,221,748 | 45.3% |
| Cash | $2,356,111,028 | 54.7% |
| Total | $4,307,332,776 | 100.0% |