Bey Douglas LLC Investment Counsel (Marietta)

Name: Bey Douglas LLC Investment Counsel
Address: 1640 Powers Ferry Rd., Bldg. 11, Marietta, GA, 30067
Telephone: 770-858-0001

Bey Douglas LLC Investment Counsel is a large advisory firm based in Marietta. It manages $59.57 million of regulatory assets for 133 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

Bey Douglas LLC Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bey Douglas LLC Investment Counsel: assets under management

The assets under management (AUM) of Bey Douglas LLC Investment Counsel is $59.57 million. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $56.08 million in discretionary accounts and $3.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $166.55 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bey Douglas LLC Investment Counsel for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bey Douglas LLC Investment Counsel

J Douglas has been acting as President since 1 Apr 2000. Gail Arnau Merz joined the executive team most recently as the Secretary, Treasurer, Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
J Douglas	Chairman	1 Apr 2000	25% - 50%	2767071
George Beylouni	President	1 Apr 2000	25% - 50%	1048465
John Richard Sheets	Non-empployee	1 Apr 2000	Other	4345695
John Robert Douglas	Member, manager, chairman	1 Apr 2000	25% - 50%	2767071
Brian Ashley Douglas	Vice president	1 Apr 2000	Other	1992738
Gail Arnau Merz	Secretary, treasurer, compliance officer	1 Apr 2004	Other	1923676

Based in Marietta

The principal office where Bey Douglas LLC Investment Counsel performs its advisory services is located at 1640 Powers Ferry Rd., Bldg. 11, Marietta, GA 30067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-858-0001 or by fax 770-858-0005. The normal business hours are 9am-5pm est on Monday - Friday. You can find more information about the New York firm at www.beydouglas.com.