Becker Capital Management Review

Trust Score 96%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Becker Capital Management, federally registered in 1977, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 17 advisors. Becker Capital Management manages $4.0 billion and provides investment advisory services for 578 clients (1:34 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $6,855,281
Hybrid Advisor No
Disciplinary History No
Total AUM $4.0 billion
Advisor / Client Ratio 1:34
Headquarters Portland, OR
SEC Filings Forms and Brochures    (CRD # 110489)
State(s) Registered AZ, CA, HI, IL, MI, MO, NH, NY, OH, OK, OR, TX, WA

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