Beplat Asset Management, founded by Raymond A. Beplat, was Incorporated in Wyoming on January 14, 2010. We received SEC clearance to commence operations on February 16, 2010. In this era where transparency is so important to investing, we have affiliated ourselves with Charles Schwab Institutional as our Custodian. It is our intention to focus on providing discretionary portfolio management services to high net worth clients on an agency basis. We have consciously decided to make this a stand alone business, and we do not have any referral business to either pay or receive fees with other entities. Based on the founder's 40+ years of experience as an Investment Professional, we utilize stocks, bonds, Exchange Traded Funds and options in constructing client portfolios that fit each client's objective and circumstances. In part we have formed this firm in response to clients, from banks where the founder managed portfolios, wanting to sustain the investment relationship after his formal retirement. We look forward to continuing these relationships in a new venue, along with selectively adding new clients where there is a good match between the service we provide with the investment objective of the new client.
View Top Employees from Beplat Asset Management IncWebsite | http://beplatassetmanagement.com |
Revenue | $1 million |
Employees | View employees |
Address | PO Box 2277, Jackson, Wyoming 83001, US |
Phone | (307) 690-5065 |
Fax | (307) 733-3667 |
Industry | Business Services General, Business Services |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 56111 Companies, NAICS Code 5611 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies, NAICS Code 561110 Companies |
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The Beplat Asset Management Inc annual revenue was $1 million in 2024.
Beplat Asset Management Inc is based in Jackson, Wyoming.
The NAICS codes for Beplat Asset Management Inc are [56111, 5611, 561, 56, 561110].
The SIC codes for Beplat Asset Management Inc are [87, 874].