Overview
Assets Under Management: $237 million
Headquarters: ROANOKE, VA
High-Net-Worth Clients: 80
Average Client Assets: $863,242
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.15
Average High-Net-Worth Client Assets: $863,242
Total Client Accounts: 1,097
Discretionary Accounts: 1,096
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 154939
Filing ID: 1930405
Last Filing Date: 2025-03-26 15:57:00
Website: https://beaconwealth.com