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Building 2BEACON ADVISORS

Map pinAUSTIN, TX
Phone512-612-4884
NotebookSEC #801-132925
Total AUM
$459.6M
Employees
4
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9011 MOUNTAIN RIDGE DR.
SUITE 200
AUSTIN
TX 78759
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
512-612-4884
Other Offices
1

ReceiptFinancials

Total AUM
$459.6M
Accounts
222
Discretionary
$409M
Accounts
148
Non-Discretionary
$50.6M
Accounts
74

ContactClients

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Individual Clients
21
AUM
$5.2M
HNW Individual Clients
39
AUM
$452.2M
Corporation or Business Clients
2
AUM
$2.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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