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BEARD INVESTMENT SERVICES, INC.

Tel: 330-758-0575
3701 Boardman - Canfield Rd.
Suite 1
Canfield, Ohio  44406

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BEARD INVESTMENT SERVICES, INC.

BEARD INVESTMENT SERVICES, INC. is a Canfield, Ohio based financial advisory firm with nearly $455,467,279 in assets under management and provides investment advisory services for 745 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

106249

SEC#:

801-37961

No. of Clients:

745

Assets under Management

$455,467,279

No. of Advisors:

5

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