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Building 2BEACON WEALTHCARE LLC

Map pinRALEIGH, NC
Phone919-821-5225
NotebookSEC #801-120334
Total AUM
$308.3M
Employees
6
Clients
908

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$308.3M
Accounts
908
Discretionary
$306.3M
Accounts
890
Non-Discretionary
$2M
Accounts
18

ContactClients

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Individual Clients
799
AUM
$118.8M
HNW Individual Clients
109
AUM
$189.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMANCNHNYSCTXVA

HandshakeAffiliates

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

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