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| Beacon Financial Strategies Corp
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|
|---|---|
| CRD # | 132987 |
| SEC # | 801-110734 |
| CIK # | |
| AUM | $256.1 MM (2024-01-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 919-803-3801 |
| Address | 7100 Six Forks Road Raleigh, NC 27615 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 24.1 |
| (b) Individuals (high net worth individuals) | 81 | 226.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 5.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 530 | 256.1 |
| By Discretionary | ||
| Discretionary | 528 | 250.2 |
| Non-Discretionary | 2 | 5.9 |
| Total | 530 | 256.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.1 | |
| Total | 530 | 256.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Investment Adviser LC
✚
|
FL | 0.3 |
|
Silver Grove Financial Group Inc
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|
NY | 0.3 |
|
M Group Investment Advisor LLC
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|
FL | 0.3 |
|
Choice Wealth Advisors LLC
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|
ME | 0.3 |
|
Post Resch Tallon Group Inc
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|
NY | 0.3 |
|
Hassell Wealth Management LLC
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|
LA | 0.3 |
|
Langley Wealth Management LLC
✚
|
MS | 0.3 |
|
UniWealth Advisors Inc
✚
|
FL | 0.3 |
|
Hudson Advisor Services Inc
✚
|
NY | 0.3 |
|
Quarry Hill Advisors LLC
✚
|
MN | 0.3 |