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BEACON TRUST
MORRISTOWN, NJ
973-377-8090
SEC #801-96256Total AUM
$4.4B
Employees
51Clients
2,944Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
163 MADISON AVENUE
MORRISTOWN
NJ 07960
United States
MORRISTOWN
NJ 07960
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
973-377-8090
Other Offices
4
Financials
Total AUM
$4.4B
Accounts
2,939Discretionary
$4.3B
Accounts
2,825Non-Discretionary
$185.4M
Accounts
114
Clients
Individual Clients
823AUM
$893.6M
HNW Individual Clients
2,007AUM
$3.2B
Banking Clients
1AUM
$0
Investment Company Clients
3AUM
$2.5M
Pension/Profit Sharing Plan Clients
10AUM
$46.5M
Charitable Organization Clients
41AUM
$40.8M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
55AUM
$214.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.