BEVERLY INVESTMENT ADVISORS LLC
  • BEVERLY INVESTMENT ADVISORS LLC
  • PRICE, CANON JILL
  • PRICE, CANON J.
  • CANON J. PRICE, INC.

Adviser Profile

As of Date 01/09/2025
Registration status Terminated
ADV Location BEVERLY HILLS, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 95,634,131 2%
of that, discretionary 72,163,389 4%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 910,801 2%
% High Net Worth 90.91%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

219M 188M 156M 125M 94M 63M 31M
2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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