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BEVERLY INVESTMENT ADVISORS LLC

BEVERLY HILLS, CA · CRD 124038 · IAPD ↗ · beverlyadvisors.com · 310-246-1200

$95.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — BEVERLY INVESTMENT ADVISORS LLC (BEVERLY HILLS, CA) left the SEC roster (was $95.6M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.