H. Beck Review

Trust Score 88%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

H. Beck, federally registered in 1999, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 410 advisors. H. Beck manages $1.3 billion and provides investment advisory services for 6,066 clients (1:15 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $219,615
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $1.3 billion
Advisor / Client Ratio 1:15
Headquarters Rockville, MD
SEC Filings Forms and Brochures    (CRD # 1763)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

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