Beecken Petty O'Keefe & Company, LLC
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Overview
Beecken Petty O'Keefe & Company, LLC operates as an advisory company based in Chicago, Illinois. Beecken Petty O'Keefe & Company, LLC oversees $1.3 billion in assets throughout eight customer accounts, placing it among the largest firms in the nation by assets under management (AUM). The company has a small group, including 18 financial advisors. Beecken Petty O'Keefe & Company, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as bonds, stocks and options.
Beecken Petty O'Keefe & Company, LLC manages all of the company's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction decisions without needing to seek the customer's authorization. Beecken Petty O'Keefe & Company, LLC administers roughly $168.5 million for each account. The average advisor at Beecken Petty O'Keefe & Company, LLC manages fewer than one client account, placing it among the most individualized firms in the country.
The firm's main office is located at 131 South Dearborn, Chicago, Illinois 60603. It is legally registered to provide services to clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Beecken Petty O'Keefe & Company, LLC by the Numbers
$1.3 billion
18
8
$168.5 million
Fee Structure
Financial management fees usually are based on the type of financial services provided. Fee types billed by the firm likely are comprised of any blend of the following fee types: asset-based, performance-based or other. Beecken Petty O'Keefe & Company, LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm works with pooled investment vehicles. Out of its eight accounts, Beecken Petty O'Keefe & Company, LLC's biggest client by number of accounts is pooled investment vehicles. None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Beecken Petty O'Keefe & Company, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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