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Building 2BEACON FINANCIAL ADVISORS

Map pinRYE BROOK, NY
Phone(914) 872-4040
NotebookSEC #801-77929
Total AUM
$228M
Employees
4
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 WESTCHESTER AVENUE
SUITE 641 NORTH
RYE BROOK
NY 10573-1360
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(914) 872-4040

ReceiptFinancials

Total AUM
$228M
Accounts
365
Discretionary
$209.8M
Accounts
363
Non-Discretionary
$18.2M
Accounts
2

ContactClients

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Individual Clients
9
AUM
$4.8M
HNW Individual Clients
38
AUM
$205M
Pension/Profit Sharing Plan Clients
2
AUM
$18.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNYTX

HandshakeAffiliates

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

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