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Building 2BEACON FINANCIAL GROUP

Map pinDALLAS, TX
Phone972-726-9888
NotebookSEC #801-57962
Total AUM
$1.3B
Employees
18
Clients
1,052

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17300 PRESTON RD, SUITE 120
C/O MELISSA WHEELER
DALLAS
TX 75252-5654
United States
Operating Hours
8AM CST - 5PM CST
Monday - Friday
Phone
972-726-9888

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,152
Discretionary
$1.3B
Accounts
2,152
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
542
AUM
$184.6M
HNW Individual Clients
510
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 32 business affiliates.
Claimed Affiliates
Reported as an affiliate by 23 other businesses.

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