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BEYOND FINANCIAL SERVICES

CRD 286350 · SEC 801-108878

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39560 STEVENSON PLACE, SUITE 111, FREMONT, CA, 94539, United States

Phone

5107929395

Fax

5108943974

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$176.7M

Discretionary AUM

$0

Team

4 total employees; 1 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals57$30.6M
High net worth individuals58$142.3M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD