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Building 2BEACON FINANCIAL PLANNING, INC

Map pinHYANNIS, MA
Phone508-790-7039
NotebookSEC #801-113811
Total AUM
$397.1M
Employees
9
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
540 MAIN STREET
SUITE 14
HYANNIS
MA 02601
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
508-790-7039

ReceiptFinancials

Total AUM
$397.1M
Accounts
954
Discretionary
$397.1M
Accounts
954
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
185
AUM
$89M
HNW Individual Clients
131
AUM
$307.3M
Charitable Organization Clients
1
AUM
$778K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMANHTX

HandshakeAffiliates

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

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