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BEREAN PORTFOLIOS, LLC

ROLLA, MO · CRD 328960 · IAPD ↗ · bereanportfolios.com · 573-426-5770

$0Regulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
120-Day ApprovalSEC status

Filing changes

50
February 2024 — BEREAN PORTFOLIOS, LLC (ROLLA, MO) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 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.