B
$45.7M Total AUM
$45.7M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Alpha foundation
- Established Date
- 07-24-2017
- Office Locations
- 1
Office Locations
-- Jackson WY
About Beplat Asset Management, Inc.
Beplat Asset Management, Inc. is a Jackson-based RIA. The firm has been operating for 8 years. Managing $45.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management.
Team overview
-- AVG AGE
$45.7M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Custodian
Element Eagle
Services
Matrix
Technology
Signal
Owner & Executives
R
RAYMOND AUFRANC BEPLAT
Chief Compliance Officer, President
- CRD
- #2906160
- Ownership
- 75% or more
(268) 787-9993
summit.insight@frontiercapital.com
in linkedin.com/in/meridian-ember
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,742,999 | $591,054 |
| Non-Discretionary | $0 | -- |
| Total | $45,742,999 | $591,054 |
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Separately Managed Accounts
Total SMA Asset: $45,742,999
Equity - Exchange:
25.8% Public Funds:
15.6% U.S. Government/Agency:
58.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $350,774,673 | 25.8% |
| Public Funds | $212,096,314 | 15.6% |
| U.S. Government/Agency | $796,720,770 | 58.6% |
| Total | $1,359,591,757 | 100.0% |