CRD: 155542
Byerly Investment Management Inc.
Coatesville, PA
6102023044
$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-20-2011
- Office Locations
- 1
Office Locations
-- Coatesville PA
About Byerly Investment Management Inc.
Byerly Investment Management Inc. is a Coatesville-based RIA. The firm has been operating for 15 years. Managing $6.4M in total assets under management, with 1 advisory representatives. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$6.4M AVG AUM / ADVISOR
$187.4K AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Summit Focus Vector
Client Personas
Eagle vector Vertex
Investment Themes
Vertex Oak
Investment Vehicles
Vector
Services
Vector Ridge frontier Beacon prime Ember
Owner & Executives
R
RICHARD HAROLD BYERLY
President, Wealth Manager
- CRD
- #848070
- Ownership
- 75% or more
(332) 519-5046
signal.legacy@peakcapital.com
in linkedin.com/in/vertex-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
S
STEVEN MICHAEL RICHARDS
--
- CRD
- #2169881
(285) 270-4569
foundation.crest@peakcapital.com
in linkedin.com/in/harbor-harbor
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,372,400 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,372,400 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,372,400
Equity - Exchange:
35.8% Cash:
38.7% Corporate - Investment Grade:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $758,973,275 | 35.8% |
| Cash | $820,454,351 | 38.7% |
| Corporate - Investment Grade | $540,609,456 | 25.5% |
| Total | $2,120,037,082 | 100.0% |