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Building 2BEACON FINANCIAL ADVISORY LLC

Map pinCLEVELAND, OH
Phone216-910-1850
NotebookSEC #801-108381
Total AUM
$900.7M
Employees
13
Clients
1,556

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25825 SCIENCE PARK DRIVE
SUITE 110
CLEVELAND
OH 44122
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
216-910-1850
Other Offices
4

ReceiptFinancials

Total AUM
$900.7M
Accounts
2,542
Discretionary
$900.7M
Accounts
2,542
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,263
AUM
$257.5M
HNW Individual Clients
286
AUM
$615.5M
Pension/Profit Sharing Plan Clients
5
AUM
$27.4M
Charitable Organization Clients
2
AUM
$254.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILKYLAMDMINCNJNYOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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