Overview
Assets Under Management: $401 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 364
Discretionary Accounts: 362
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 330304
Last Filing Date: 2024-07-26 00:00:00
Website: https://beaconcompliance.com