1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BEACON GLOBAL ADVISOR NETWORK, LLC

Map pinATLANTA, GA
Phone888-679-6474
NotebookSEC #801-110724
Total AUM
$745.1M
Employees
61
Clients
1,388

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE GLENLAKE PARKWAY
SUITE 650
ATLANTA
GA 30328
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
888-679-6474
Other Offices
33

ReceiptFinancials

Total AUM
$745.1M
Accounts
1,833
Discretionary
$741.6M
Accounts
1,827
Non-Discretionary
$3.5M
Accounts
6

ContactClients

View more in analytics →

Individual Clients
1,203
AUM
$433M
HNW Individual Clients
185
AUM
$312.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOCTFLGAILLAMAMDMINCNJNVNYOHORPASCTXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account