BEACON GLOBAL ADVISOR NETWORK, LLC
Total AUM
$745.1M
Employees
61Clients
1,388Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE GLENLAKE PARKWAY
SUITE 650
ATLANTA
GA 30328
United States
SUITE 650
ATLANTA
GA 30328
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
888-679-6474
Other Offices
33
Financials
Total AUM
$745.1M
Accounts
1,833Discretionary
$741.6M
Accounts
1,827Non-Discretionary
$3.5M
Accounts
6
Clients
Individual Clients
1,203AUM
$433M
HNW Individual Clients
185AUM
$312.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT PORTFOLIO MODELS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF QUALIFIED PLAN ASSETS, SOLICITOR FEES
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOCTFLGAILLAMAMDMINCNJNVNYOHORPASCTXVAWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.