Creand Wealth Management (Beta Capital)

Creand Wealth Management (Beta Capital Securities, LLC and Beta Capital Management, LLC), was founded in Miami in 1995 as a group of affiliated financial entities involved in financial advisory and global wealth management for institutional and individual investors. Today at Beta Capital Securities LLC, a FINRA member firm, we carry out broker-dealer activities that, alongside our self-clearing license, enable us to expand our independent investment service capabilities with the means to efficiently maintain custody of assets and settle transactions. At Beta Capital Management LLC, a SEC registered investment adviser, we help our clients achieve their financial aspirations with comprehensive solutions always taking into account their financial and personal priorities first. Our services: Custody and Execution services for institutional and private clients are offered through our broker-dealer, Beta Capital Securities, LLC, who also maintains its own self-clearing platform and capabilities. Wealth Management and Financial Planning services through our Registered Investment Advisor Beta Capital Management, LLC . Creand Wealth Management is a Creand group company.

Website

https://creand.us

External link for Creand Wealth Management (Beta Capital)

Industry

Financial Services

Company size

11-50 employees

Headquarters

Miami, Florida

Type

Privately Held

Specialties

Broker-Dealer (Self-Clearing License), Wealth Management, and Financial Planning