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Beplat Asset Management, Inc. (Jackson)


Beplat Asset Management, Inc. is an adviser based in Jackson. It manages $14.19 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2010.

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Beplat Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Beplat Asset Management: assets under management

The assets under management (AUM) of Beplat Asset Management, Inc. is $14.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 244% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $591.05 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Beplat Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jackson

The principal office where Beplat Asset Management, Inc. performs its advisory services is located at 650 Pine Drive, Jackson, WY 83001 The mailing address of the firm is Po Box 2277, Jackson, WY 83001. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (307) 734-0774 or by fax (307) 733-3667. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at beplatassetmgmt.com.


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