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Building 2BEACON HILL WEALTH MANAGEMENT LTD

Map pinVICTORIA, BC
Phone778-433-1314
NotebookSEC #801-129439
Total AUM
$148.6M
Employees
6
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1133 FORT STREET
VICTORIA, BC
V8V 3K9
Canada
Operating Hours
9:00AM TO 4:00PM
Monday - Friday
Phone
778-433-1314

ReceiptFinancials

Total AUM
$148.6M
Accounts
258
Discretionary
$106.4M
Accounts
158
Non-Discretionary
$42.1M
Accounts
100

ContactClients

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Individual Clients
136
AUM
$61.8M
HNW Individual Clients
44
AUM
$86.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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