Gennady
Bekasov

Id Funds Advisor LLC

CRD#5240357
Investment Advisor
in Boca Raton, FL

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About this Advisor

Gennady Bekasov is a financial advisor based in Boca Raton, Florida. Bekasov is an employee of Id Funds Advisor LLC. During their career, the advisor has held roles at Baker Tilly Capital, LLC, Hewins Brokerage Services, LLC, Hewins Financial Advisors, LLC, Wipfli Financial Advisors, LLC, Wipfli Insurance Services, LLC, Parker Street Securities LLC and Id Funds Advisor LLC. Bekasov holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Id Funds Advisor LLC is a financial advisory company that has its headquarters in Boca Raton, FL. It manages $143 million in total assets between its 28 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The company provides a set of services, such as portfolio management for pooled investment vehicles and other services. Financial management fee schedules typically depend on the type of services. Fees billed by Id Funds Advisor LLC likely include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

751 Park Of Commerce Drive Suite 128
Boca Raton, FL 33487

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Id Funds Advisor LLC Brokerage Details

Total Assets Under Management

$143,074,694

FL Average: $1,855,561,029
Total Number of Employees

16

FL Average: 62
Total Number of Accounts

28

FL Average: 2,474
Average Account Size

$5,109,810

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Other

Gennady Bekasov Work History

Gennady has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Parker Street Securities LLC

2022 - Present (2 years)

Id Funds Advisor LLC

2018 - 2022 (4 years)

Wipfli Financial Advisors, LLC

2018 - 2022 (4 years)

Wipfli Insurance Services, LLC

2016 - 2018 (2 years)

Hewins Brokerage Services, LLC

2016 - 2018 (2 years)

Hewins Financial Advisors, LLC

2013 - 2016 (3 years)

Baker Tilly Capital, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gennady Bekasov to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Id Funds Advisor LLC

Gennady Bekasov
Boca Raton, FL

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