Overview
Assets Under Management: $277 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 91
Average Client Assets: $3 million
Frequently Asked Questions
BEACON FINANCIAL STRATEGIES CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132987), BEACON FINANCIAL STRATEGIES CORP. is subject to fiduciary duty under federal law.
BEACON FINANCIAL STRATEGIES CORP. is headquartered in RALEIGH, NC.
BEACON FINANCIAL STRATEGIES CORP. serves 91 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, BEACON FINANCIAL STRATEGIES CORP. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BEACON FINANCIAL STRATEGIES CORP. manages $277 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, BEACON FINANCIAL STRATEGIES CORP. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 549
Discretionary Accounts: 548
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 132987
Last Filing Date: 2025-02-12 00:00:00
Website: https://beaconfinancialstrategies.com