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BEYOND FINANCIAL SERVICES

FREMONT, CA · CRD 286350 · IAPD ↗ · beyondfinancialservices.com · 5107929395

$176.7MRegulatory AUM
1Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2024 — BEYOND FINANCIAL SERVICES changed its website from millarfinancial.com to beyondfinancialservices.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
February 2024 — BEYOND FINANCIAL SERVICES changed its website from millarfinancialgroup.com to millarfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
February 2024 — MILLAR FINANCIAL GROUP is now doing business as BEYOND FINANCIAL SERVICES.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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