Overview
Assets Under Management: $199 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 120
Average Client Assets: $1.5 million
Frequently Asked Questions
BEACON ROCK PARTNERS 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 #136906), BEACON ROCK PARTNERS is subject to fiduciary duty under federal law.
BEACON ROCK PARTNERS is headquartered in PORTLAND, OR.
BEACON ROCK PARTNERS serves 120 high-net-worth clients according to their SEC filing dated November 19, 2018. View client details ↓
According to their SEC Form ADV, BEACON ROCK PARTNERS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BEACON ROCK PARTNERS manages $199 million in client assets according to their SEC filing dated November 19, 2018.
According to their SEC Form ADV, BEACON ROCK PARTNERS 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: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.51%
Average Client Assets: $1.5 million
Total Client Accounts: 681
Discretionary Accounts: 622
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 136906
Filing ID: 1252703
Last Filing Date: 2018-11-19 20:19:00