Beta Capital Management, a financial services company, was established in 1995 to address the specific needs of select private and institutional investors. The firm is a United States broker-dealer, registered with the Securities and Exchange Commission. It is also a member of the National Association of Securities Dealers and the Securities Investor Protection Corporation. Beta Capital Management s investments are selected and managed in accordance with the highest fiduciary standards. Its services include wealth management, private banking relationships, alternative investments, securities trading and market updates. The firm also offers a full-range of financing, advisory and investment services. Beta Capital Management offers clients an introductory and complimentary relationship with several U.S. and Swiss banks, including CBG, Commerzbank, Julius Baer, Salomon Smith Barney, Pictet, and Citibank.
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Hours
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Extra Phones

Fax: 305-358-8864

Phone: 305-420-5194

Phone: 561-361-2833

Location
SunTrust Bldg
Neighborhoods
Miami Financial District, Downtown Miami
AKA

Capital Management Investor Services Inc

B Riley Wealth Management, Inc

Beta Capital Management

Categories
Business Coaches & Consultants, Accounting Services, Financial Planning Consultants
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