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Building 2BEACON FINANCIAL GROUP, INC.

Map pinAURORA, OH
Phone216-998-0100
NotebookSEC #801-122901
Total AUM
$745.9M
Employees
7
Clients
356

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
173 SOUTH CHILLICOTHE ROAD
AURORA
OH 44202
United States
Operating Hours
8:30AM- 5:00PM
Monday - Friday
Phone
216-998-0100

ReceiptFinancials

Total AUM
$745.9M
Accounts
1,298
Discretionary
$610.8M
Accounts
1,215
Non-Discretionary
$135.2M
Accounts
83

ContactClients

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Individual Clients
182
AUM
$60.7M
HNW Individual Clients
120
AUM
$551M
Pension/Profit Sharing Plan Clients
54
AUM
$134.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAOHTX

HandshakeAffiliates

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

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