BEAM Asset Management is an investment advisor in Covington with $599.88 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473177332
SEC advisor number
801-60334
FINRA CRD number
109867
AUM ?
$599.88 mm
(as of 16 Dec 21)
Accounts
2,449
(as of 16 Dec 21)
Employees
18
(18 investment advisory or research)
Address
BEAM Asset Management
72096 RAMOS AVENUE
SUITE D
COVINGTON
LA 70433
72096 RAMOS AVENUE
SUITE D
COVINGTON
LA 70433
Office hours
Monday - Friday, 8 AM TO 5 PM
Phone
985-893-1440
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bordelon, Scott, Edward | President | 04/2018 | 50-75% |
Betts, Amy, Lynn | Chief Compliance Officer | 03/2015 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22