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⚲
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| Beacon Financial Advisors Inc
✚
| |
|---|---|
| CRD # | 119672 |
| SEC # | 801-77929 |
| CIK # | 0001961635 |
| AUM | $181.2 MM (2024-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 914-872-4040 |
| Address | 800 Westchester Avenue Rye Brook, NY 10573-1360 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 12.4 | |
| AAPL | 2,382,844.0 | 7.9 | |
| CSTM | 1,973.6 | 5.7 | |
| AMAT | 82,662.4 | 5.6 | |
| INTU | 108,963.5 | 5.3 | |
| COST | 207,576.9 | 5.1 | |
| DE | 94,490.3 | 4.1 | |
| CASY | 7,081.0 | 3.7 | |
| GNRC | 13,852.4 | 3.5 | |
| BAC | 278,315.2 | 3.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 6.6 |
| (b) Individuals (high net worth individuals) | 32 | 157.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 16.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 338 | 181.2 |
| By Discretionary | ||
| Discretionary | 336 | 166.7 |
| Non-Discretionary | 2 | 14.5 |
| Total | 338 | 181.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.2 | |
| Total | 338 | 181.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001961635] |
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