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BEEKMAN FINANCIAL PLANNING LLC
CRD 166150
353 EAST 54TH STREET, STE. 3W, NEW YORK, NY, 10022, United States
Phone
(212) 729-9244
Fax
(646) 755-9435
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsINVESTMENT CONSULTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.3M |
| High net worth individuals | 3 | $5.2M |
All web addresses on file
Official SEC filing: View on IAPD