Overview
Assets Under Management: $263 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 879
Discretionary Accounts: 859
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 312556
Last Filing Date: 2025-01-17 00:00:00
Website: https://beaconwc.com