BEACON FINANCIAL GROUP, INC.
Total AUM
$745.9M
Employees
7Clients
356Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
173 SOUTH CHILLICOTHE ROAD
AURORA
OH 44202
United States
AURORA
OH 44202
United States
Operating Hours
8:30AM- 5:00PM
Monday - Friday
Monday - Friday
Phone
216-998-0100
Financials
Total AUM
$745.9M
Accounts
1,298Discretionary
$610.8M
Accounts
1,215Non-Discretionary
$135.2M
Accounts
83
Clients
Individual Clients
182AUM
$60.7M
HNW Individual Clients
120AUM
$551M
Pension/Profit Sharing Plan Clients
54AUM
$134.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLLAOHTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.