Overview
Assets Under Management: $277 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 91
Average Client Assets: $3 million
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