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Building 2THE BEACON GROUP WEALTH MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-899-3477
NotebookSEC #801-57135
Total AUM
$12.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1221 AVENUE OF THE AMERICAS, 40TH FLOOR
NEW YORK
NY 10020
USA
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
212-899-3477

ReceiptFinancials

Total AUM
$12.3M
Accounts
17
Discretionary
$12.3M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Market Timing
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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