Beyond Wealth Management Group, Llc, NY — Investment Adviser | BuildTrust

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BEYOND WEALTH MANAGEMENT GROUP, LLC

Investment AdviceNEW PALTZ, NY

Assets Under Management

$107.4M

Total AUM

Donut chart: Discretionary 86.8M, Non-Discretionary 20.6M
Category	Value
Discretionary	86.8M
Non-Discretionary	20.6M

Adviser Information

Field	Value
CRD Number	293291
SEC Number	801-112673
Street Address	101 MAIN STREET
Street Address 2	REAR BUILDING
Location	NEW PALTZ, NY 12561
Country	United States
Phone	845-750-6213
Fax	866-456-1451
Total Employees	3

Client Count by Type (274 Total)

Horizontal bar chart: Individuals (other than H… 243, Pension/Profit Sharing Pl… 20, High Net Worth Individual… 11
Category	Value
Individuals (other than H…	243
Pension/Profit Sharing Pl…	20
High Net Worth Individual…	11