Overview
Assets Under Management: $626 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 4
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.30
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 1,599
Discretionary Accounts: 1,599
Regulatory Filings
CRD Number: 300243
Filing ID: 1996595
Last Filing Date: 2025-06-09 11:19:00
Website: https://beaconharborwealth.com