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Building 2BEACON FINANCIAL STRATEGIES CORP.

Map pinRALEIGH, NC
Phone919-803-3801
NotebookSEC #801-110734
Total AUM
$309.4M
Employees
7
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7100 SIX FORKS ROAD
SUITE 135
RALEIGH
NC 27615
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
919-803-3801

ReceiptFinancials

Total AUM
$309.4M
Accounts
560
Discretionary
$300.8M
Accounts
559
Non-Discretionary
$8.7M
Accounts
1

ContactClients

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Individual Clients
43
AUM
$12M
HNW Individual Clients
97
AUM
$288.8M
Pension/Profit Sharing Plan Clients
1
AUM
$8.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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