Overview
Assets Under Management: $2.2 billion
Headquarters: BERWYN, PA
High-Net-Worth Clients: 6
Average Client Assets: $84 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.83
Average High-Net-Worth Client Assets: $84 million
Total Client Accounts: 564
Discretionary Accounts: 564
Regulatory Filings
CRD Number: 111335
Filing ID: 1965625
Last Filing Date: 2025-03-24 11:45:00
Website: https://beaconcompliance.com