Falists
← Back to search

BEARD FINANCIAL PLANNING LLC

CRD 341301

Advisory firmLLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$0

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Partnership

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD