We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. Published on July 22, 2019. phone Our philosophy is to deliver from high-level strategy discussions to street-level deliverables for … 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. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. Beech Hill Advisors, Inc. reduced to a holding in Bank of America Corp by 91%. The purchase prices were between $113.31 and $182.44, with an estimated average price of $160.44. The company's filing status is listed as Active and its File Number is 1136136. Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. Beech Hill Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. We add value to the advisory relationship through a truly client-centered approach. Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. print This could be detrimental to a client during down markets. Top 10 Stocks Held By Beech Hill Advisors Inc. By Holdings Channel Staff, updated Sunday, December 13, 11:41 PM 13F Filings The Security, Class, and ID columns in the table below are shown exactly as filed by the investor. 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. It starts with dialogue that explores circumstances and interests, helping clients think about short- and long-term goals and the range of possibilities. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. Beech Hill Advisors is headquartered in New York, NY. © Beech Hill Advisors, Inc..  |  Privacy Statement  |  Terms of Use  |  Form CRS  |  Contact Us. Any data inaccuracies, please contact our team. 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. The Beech Hill Total Return Fund is distributed by Northern Lights Distributors, LLC, member FINRA / SIPC. 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, Inc., located at 880 Third Avenue, 16th Floor, New York, NY 10022, serves as the investment adviser for the Fund. 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. computer 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. 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. The number of clients served by it is unknown. Ted spent the late 1950’s and the 1960’s working as a Grand Prix and sports racing car mechanic with notable names such as Chris Amon, Mike Hailwood and Paul Hawkins. As a result, we do not support personal reviews on the site. The firm's fees may include asset-based, commission-based and performance-based fees. 212-350-7250 Beech Hill Advisors manages $221.4 million in 552 accounts and also manages several funds, according to a March 2017 regulatory filing. Beech Hill Advisors, registered in 1988, serves 10 state(s) with a licensed staff of 7 advisors. Beech Hill Advisors can accept commissions for its investment advisory services. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. *SEC data last verified 12/04/2020. It was founded in 04/1988. 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. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. 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. Beech Tree Hill Wealth Management is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Sub Funds and Performance While Beech Hill Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1,022,817. Evan David Slater is a financial advisor with Beech Hill Advisors, Inc. Beech Hill Advisors. Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. Mutual Funds involve risk including the possible loss of principal. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Beech Hill Advisors, registered in 1988, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. The impact to a portfolio due to this sale was -2.38%. Is the firm’s purpose to provide you financial planning and ongoing advice or to sell commission-based products to its clients? Beech Hill Advisors, Inc. ownership in BOE / October 19, 2020 - Beech Hill Advisors, Inc. has filed a 13F-HR form disclosing ownership of 4,167 shares of (UK:BOE) with total holdings valued at $689,000 USD as of September 30, 2020. 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%. 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 Views: 60 (trailing six months). This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. , LLC any financial advisory firm in New York, NY they will earn from the beech hill advisors what. Boutique investment advisory services offered through LPL financial, a Registered investment (... By it is unknown Use | Form CRS | Contact Us up-to-date information, please fill out SEC... Licensed staff of 7 Advisors file for this company is Hall Dickler Lawler Kent and... By Paul Cantor and Joseph Weiss in 1987 and serves individuals and institutions 8... 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