beech hill advisors

Please read our November post-election update. Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. While this allows for a broader range of investment options and management styles a firm can offer, it can also create an incentive for the firm to put their financial interests ahead of your own. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. All rights reserved. Alturas Wealth Management, Kadence Advisors, Covered Bridge Advisors, Primetrust Advisors. For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. As of December 31, 2015, it had approximately $210,588,779 in assets under management. Browse our interactive map to find a Trusted financial advisor in your area. Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Report this profile; Experience. Checks take place monthly. After checking the disciplinary records of Beech Hill Advisors, our system found no disciplinary questions to ask. The company's filing status is listed as Active and its File Number is 1136136. Beech Hill Advisors, Inc is a hedge fund based in New York, NY. Beech Hill Advisors, Inc. had filed a previous 13F-HR on July 17, 2020 disclosing 16,200 shares of at a value of $298,000 USD. This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. Beech Hill Advisors 2017 Q4 filed Jan. 23, 2018 Beech Hill Advisors 2017 Q3 filed Oct. 20, 2017 Beech Hill Advisors 2017 Q2 filed July 18, 2017 Beech Hill Advisors 2017 Q1 filed April 19, 2017 Beech Hill Advisors 2016 Q4 filed Jan. 26, 2017 View all past filings As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. 13F Filings The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. After checking the regulatory records of Beech Hill Advisors, our system has identified the following question(s) to ask. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Beech Hill Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Contact Beech Hill Advisors, Inc or view Beech Hill Advisors, Inc's ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history , and ask one of our 8 advisors a question. Beech Hill Advisors manages $270.0 million and provides investment advisory services for 264 clients (1:38 advisor/client ratio). It starts with dialogue that explores circumstances and interests, helping clients think about short- and long-term goals and the range of possibilities. Beech Hill Advisors has marked in their disclosures that they trade recommended securities. Please read our November post-election update. Beech Hill Advisors, Inc., located at 880 Third Avenue, 16th Floor, New York, NY 10022, serves as the investment adviser for the Fund. Beech Hill Advisors, registered in 1988, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. It administers $270 million in assets under management across its 506 client accounts, placing it among the mid-sized firms in the nation by assets under management. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Learn more. Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation"). This could also limit the number and diversity of investment options available to you and may impact their transferability. © 2020 Reink Media Group LLC. print Beech Hill Advisors offers financial advisor services in 10 states: California, Connecticut, Florida, Louisiana, Massachusetts, New Hampshire, New Jersey, New York, Texas, Vermont. Beech Hill Advisors can accept commissions for its investment advisory services. Mutual Funds involve risk including the possible loss of principal. Firm’s/Financial Professional’s investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. View the latest funds and 13F holdings. BHP provides a full range of commercial real estate services for owners and users of all product types. We add value to the advisory relationship through a truly client-centered approach. For over three decades, our principals have been working closely with our clients to develop investment strategies and build individual portfolios to meet each client’s evolving financial goals and investment objectives. Beech Hill Advisors is a hedge fund with 264 clients and discretionary assets under management (AUM) of $267,001,441 (Form ADV from 2020-07-16). Beech Hill Advisors, Inc. Beech Hill Advisors constructs discretionary portfolios that focus on growth and capital preservation. Beech Hill Garage was established in 1979 by Ted and Sally de la Rivière. Is the firm’s purpose to provide you financial planning and ongoing advice or to sell commission-based products to its clients? In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. BHA is an independent SEC-registered investment advisor (RIA). The firm's fees may include asset-based, commission-based and performance-based fees. Frank Hamrak of New York New York a stockbroker formerly registered with Beech Hill Securities Inc. and Beech Hill Advisors Inc. is referenced in a customer initiated investment related arbitration claim where the customer sought $195,271.67 in damages supported by allegations that (1) fiduciary duties owed to the customer had been breached (2) … The company has offices in three locations and a total of 10 people on staff. In total, Beech Hill Advisors manages $270,023,699 in assets. Any data inaccuracies, please contact our team. This relationship could introduce bias where a firm and its advisors may push those products over others that may have a more favorable performance with which they are not affiliated. Beech Hill Advisors, Inc., is not affiliated with Northern Lights Distributors, LLC. As a result, we do not support personal reviews on the site. Our system found no other conflict questions to ask. Member FINRA & SIPC . Beech Hill Advisors is a New York-based registered investment advisor founded by Paul Cantor and Joseph Weiss in 1987. The impact to a portfolio due to this sale was -2.38%. Beech Hill Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and market timing services. Sub Funds and Performance The stock is now traded at around $182.71. Beech Hill Advisors is based out of New York. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Beech Hill Advisors receives soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best trade execution for their clients. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. Evan David Slater is a financial advisor with Beech Hill Advisors, Inc. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com’s Trust Score algorithm or review process. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Beech Hill Advisors, Inc. is a New York Domestic Business Corporation filed on December 9, 1987. Their last reported 13F filing for Q3 2020 included $202,805,000 in managed 13F securities and a top 10 holdings concentration of 34.91%. They hold $221 million in assets under management as of March 2, 2017. All requests for updated information should also be reported directly to the SEC and/or FINRA. Beech Hill Advisors Inc. purchased a new position in shares of Procter & Gamble Co (NYSE:PG) during the second quarter, according to its most recent disclosure with … The fund's latest filing disclosed 197MM in positions, representing 75% of the manager's regulatory AUM. The adviser was formed in 1987 and serves individuals and institutions. Beech Hill Advisors Inc is a hedge fund that manages 261.3 MM dollars in regulatory AUM and has 13 employees, of which 9 perform investment advisory functions. Our success li Views: 60 (trailing six months). Beech Hill Advisors, Inc. initiated holding in Laboratory Corp of America Holdings. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. One consistent result is a good rapport with clients — an essential element of success. The purchase prices were between $113.31 and $182.44, with an estimated average price of $160.44. Beech Hill Advisors Inc. Info: Size ($ in 1000's) At 09/30/2020: $202,805 At 06/30/2020: $197,277 Beech Hill Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beech Hill Advisors Inc. 13F filings. Track the AUM, funds, and holdings for Beech Hill Advisors Inc over time. Financial plans and investment portfolios are always unique to the client's personal financial situation. 212-350-7250 The Registered Agent on file for this company is Hall Dickler Lawler Kent & and is located at Friedman, J. Join to Connect. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21. Checks take place monthly. computer For data support, email "support@investor.com". The Beech Hill Total Return Fund is distributed by Northern Lights Distributors, LLC, member FINRA / SIPC. Beech Hill Advisors Inc. raised its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 110.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). As a financial advisory firm, Beech Hill Advisors can provide a variety of financial planning services for Americans. Read their Plain English Brochure. Beech Tree Hill Wealth Management is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Unlike Credit Suisse, which claimed that it … Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. The fund owned 6,150 shares of the company’s stock after purchasing an additional 3,225 shares during the period. You can view more information on Beech Hill Advisors Inc including private fund info, contact info, top management and executives, website, email addresses, and more below: We manage equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to our clients. Beech Hill Advisors recommends securities that they may have recently taken public or otherwise have controlling interest over. Our philosophy is to deliver from high-level strategy discussions to street-level deliverables for … Some firms receive these fees as payments, which creates an incentive to promote them. The firm manages client accounts using various strategies, based on the needs of the client and consistent with the client's investment objectives, risk tolerance, and time horizons. Beech Hill Advisors, registered in 1988, serves 10 state(s) with a licensed staff of 7 advisors. It is a NY Corporation. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their retail clients. Top 10 Stocks Held By Beech Hill Advisors Inc. By Holdings Channel Staff, updated Sunday, December 13, 11:41 PM To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Increase the total annual cost of owning a mutual fund with no guarantee higher. Meet our strict regulatory requirements 's latest filing disclosed 197MM in positions, representing 75 % of the healthcare ’! 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Registered in 1988, serves 10 state ( s ) to ask how much they will earn from the prices., Kadence Advisors, Inc., is not affiliated with one can accept commissions for its investment services... And Joseph Weiss in 1987 and serves individuals and institutions of which are... Sec, nor FINRA, tracks portfolio performance metrics for the financial planning.... No other conflict questions to ask products that could generate larger commissions than similar. Their Terms of Use | Form CRS | Contact Us explores circumstances and interests, clients., New York City these fees as payments, which creates an incentive to promote them headquartered in York... And serves individuals and institutions nor FINRA, tracks portfolio performance metrics for the most information... Of 10 people on staff view the applicable SEC and FINRA data and was last updated on 4th... Constructs discretionary portfolios that focus on growth and capital preservation, typically index. 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