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Building 2BEACON WEALTH CONSULTANTS, INC.

Map pinROANOKE, VA
Phone540-345-3891
NotebookSEC #801-71899
Total AUM
$85.2M
Employees
9
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
324 WASHINGTON AVE. SW
SUITE B
ROANOKE
VA 24016-4346
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
540-345-3891

ReceiptFinancials

Total AUM
$85.2M
Accounts
697
Discretionary
$84.4M
Accounts
693
Non-Discretionary
$794K
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
COLLABORATIVE DIVORCE CONSULTING, ESTATE ADMINISTRATION, LEGACY COACHING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WV

HandshakeAffiliates

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

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