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Building 2BEACON HARBOR WEALTH ADVISORS

Map pinVIRGINIA BEACH, VA
Phone757-644-4545
NotebookSEC #801-114773
Total AUM
$608.3M
Employees
8
Clients
574

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
440 VIKING DRIVE, SUITE 200
VIRGINIA BEACH
VA 23452
United States
Operating Hours
9:00 TO 5:00PM
Monday - Friday
Phone
757-644-4545

ReceiptFinancials

Total AUM
$608.3M
Accounts
1,529
Discretionary
$608.3M
Accounts
1,529
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
392
AUM
$123.7M
HNW Individual Clients
180
AUM
$457.7M
Charitable Organization Clients
1
AUM
$4.3M
Corporation or Business Clients
1
AUM
$22.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLGALANCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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