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Building 2BEACON WEALTH MANAGEMENT, LLC

Map pinHACKENSACK, NJ
Phone201-447-9500
NotebookSEC #801-62704
Total AUM
$285M
Employees
8
Clients
238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 MAIN STREET
SUITE 214
HACKENSACK
NJ 07601
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
201-447-9500

ReceiptFinancials

Total AUM
$285M
Accounts
960
Discretionary
$281.3M
Accounts
943
Non-Discretionary
$3.7M
Accounts
17

ContactClients

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Individual Clients
91
AUM
$19.7M
HNW Individual Clients
118
AUM
$225.6M
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
1
AUM
$17.7M
Pension/Profit Sharing Plan Clients
10
AUM
$6M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
12
AUM
$15.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FINANCIAL AND BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANJNYTX

HandshakeAffiliates

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

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