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Building 2BEACON WEALTHCARE, INC.

Map pinRALEIGH, NC
Phone919-821-5225
NotebookSEC #801-112578
Total AUM
$191.9M
Employees
5
Clients
791

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1633 GLENWOOD AVE
RALEIGH
NC 27608-2319
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
919-821-5225

ReceiptFinancials

Total AUM
$191.9M
Accounts
791
Discretionary
$188.2M
Accounts
778
Non-Discretionary
$3.7M
Accounts
13

ContactClients

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Individual Clients
738
AUM
$108.3M
HNW Individual Clients
53
AUM
$83.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANCNHSC

HandshakeAffiliates

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

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