Overview
Assets Under Management: $285 million
Headquarters: HACKENSACK, NJ
High-Net-Worth Clients: 118
Average Client Assets: $1.9 million
Frequently Asked Questions
BEACON WEALTH MANAGEMENT, LLC 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 #129523), BEACON WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BEACON WEALTH MANAGEMENT, LLC is headquartered in HACKENSACK, NJ.
BEACON WEALTH MANAGEMENT, LLC serves 118 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, BEACON WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BEACON WEALTH MANAGEMENT, LLC manages $285 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, BEACON WEALTH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.17%
Average Client Assets: $1.9 million
Total Client Accounts: 960
Discretionary Accounts: 943
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 129523
Filing ID: 1178073
Last Filing Date: 2018-03-27 13:11:00