Overview
Assets Under Management: $434 million
Headquarters: WHITEFISH BAY, WI
High-Net-Worth Clients: 3
Average Client Assets: $37 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.66
Average High-Net-Worth Client Assets: $37 million
Total Client Accounts: 529
Discretionary Accounts: 528
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 108712
Filing ID: 1956575
Last Filing Date: 2025-03-12 14:46:00
Website: https://beaconcompliance.com