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Last updated: February 18th, 2020. Data source: SEC filings.

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BeManaged, federally registered in 2009, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 4 advisors. BeManaged manages $405.4 million and provides investment advisory services for 1,769 clients (1:443 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 5
Percentage of Advisors Trusted 40%
Minimum Investment $0
Average Client Balance $229,196
Total AUM $405.4 million
Advisor / Client Ratio 1:443
Headquarters Grand Rapids, MI
SEC Filings View SEC IAPD CRD #140099
State(s) Registered CA, GA, IL, IN, LA, MI, MN, NC, OH, TX, WA, WI

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.