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Building 2BEACON FINANCIAL ADVISORS LTD

Map pinHOUSTON, TX
Phone713-622-9981
NotebookSEC #801-43463
Total AUM
$296.9M
Employees
2
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 ST. JAMES PLACE, SUITE 101
HOUSTON
TX 77056
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
713-622-9981

ReceiptFinancials

Total AUM
$296.9M
Accounts
492
Discretionary
$292.6M
Accounts
485
Non-Discretionary
$4.3M
Accounts
7

ContactClients

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Individual Clients
33
AUM
$21.2M
HNW Individual Clients
53
AUM
$275.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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