Beirne.

Overview

Beirne. is an SEC registered investment adviser based in Darien, CT, registered since 2013. It reports $2.3B in assets under management across 1,460 accounts, with 9 employees. It has 4 investment adviser representatives.

Reported AUM

$2.3B

Discretionary

30%

Accounts

1,460

Average account

$1.5M

Employees

9

Advisory reps

4

Registered since

2013

Jurisdictions

7

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• John-Oliver Beirne President, Managing Director CRD 5737703
• John Anthony Beirne Jr Managing Director, Chief Information Officer, Founding Partner CRD 17064
• Lindsey E Allard Managing Director CRD 5035699

2 more executive officers, with direct contact details

Advisory reps 3 of 4

• Lindsey E Allard Insurance Agent · Investment Adviser Rep CRD 5035699
• John Anthony Beirne Jr. Investment Adviser Rep CRD 17064
• John-Oliver Beirne Investment Adviser Rep CRD 5737703

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

20 Old Kings Hwy S
Darien, CT 06820

County

Western Ct

Metro area

Bridgeport-Stamford-Norwalk, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: beirnegroup.com

Every state, with registration dates

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