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

Building 2BEACON WEALTH CONSULTANTS, INC.

Map pinROANOKE, VA
Phone540-345-3891
NotebookSEC #801-118970
Total AUM
$278.3M
Employees
19
Clients
537

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
302 WASHINGTON AVE. SW
ROANOKE
VA 24016-4312
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
540-345-3891
Other Offices
4

ReceiptFinancials

Total AUM
$278.3M
Accounts
1,138
Discretionary
$278.3M
Accounts
1,138
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
497
AUM
$167.5M
HNW Individual Clients
25
AUM
$74.9M
Pension/Profit Sharing Plan Clients
13
AUM
$33.6M
Charitable Organization Clients
2
AUM
$2.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ESTATE ADMINISTRATION, LEGACY COACHING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMINCNJNYORPATNTXVAWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account